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 | $4,285 | $70,606-93.9% | $53,898-92.1% | $142,382-97.0% |
| Participation rate | 73.3% | 63.7%+9.6pp | 55.0%+18.4pp | 80.1%-6.8pp |
| Annual return | 17.95% | 619.81%-601.9pp | 528.60%-510.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,091 | $2,364-53.8% | $1,826-40.3% | $6,507-83.2% |
| Admin fee / account holder | $594 | $2,852-79.2% | $2,491-76.1% | $12,624-95.3% |