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 | $4,105 | $70,606-94.2% | $53,898-92.4% | $142,382-97.1% |
| Participation rate | 92.3% | 63.7%+28.6pp | 55.0%+37.3pp | 80.1%+12.2pp |
| Annual return | 14.03% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,714 | $2,364-27.5% | $1,826-6.1% | $6,507-73.7% |
| Admin fee / account holder | $438 | $2,852-84.6% | $2,491-82.4% | $12,624-96.5% |