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 | $7,929 | $30,400-73.9% | $53,898-85.3% | $84,808-90.7% |
| Participation rate | 77.4% | 46.4%+31.0pp | 55.0%+22.5pp | 68.3%+9.1pp |
| Annual return | 63.97% | 500.19%-436.2pp | 528.60%-464.6pp | 40.90%+23.1pp |
| Employer contribution / active EE | $600 | $603-0.4% | $932-35.6% | $2,631-77.2% |
| Participant deferral / active EE | $802 | $1,199-33.1% | $1,826-56.1% | $4,212-81.0% |
| Admin fee / account holder | $2,757 | $1,993+38.3% | $2,491+10.7% | $7,344-62.5% |