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 | $4,137 | $70,606-94.1% | $53,898-92.3% | $142,382-97.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.31% | 619.81%-603.5pp | 528.60%-512.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $773 | $1,202-35.7% | $932-17.1% | $4,299-82.0% |
| Participant deferral / active EE | $961 | $2,364-59.3% | $1,826-47.4% | $6,507-85.2% |
| Admin fee / account holder | $633 | $2,852-77.8% | $2,491-74.6% | $12,624-95.0% |