See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,814 | $70,606-94.6% | $53,898-92.9% | $142,382-97.3% |
| Participation rate | 91.7% | 63.7%+28.0pp | 55.0%+36.7pp | 80.1%+11.5pp |
| Annual return | 15.66% | 619.81%-604.2pp | 528.60%-512.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,043 | $2,364-55.9% | $1,826-42.9% | $6,507-84.0% |
| Admin fee / account holder | $618 | $2,852-78.3% | $2,491-75.2% | $12,624-95.1% |