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 3-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 | $3,395 | $88,751-96.2% | $81,812-95.9% | $145,922-97.7% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.3%+1.3pp | 80.3%-6.6pp |
| Annual return | 26.90% | 1025.40%-998.5pp | 773.79%-746.9pp | 561.29%-534.4pp |
| Employer contribution / active EE | $1,281 | $3,083-58.4% | $2,912-56.0% | $4,660-72.5% |
| Participant deferral / active EE | $1,674 | $4,643-63.9% | $4,319-61.2% | $6,688-75.0% |
| Admin fee / account holder | $339 | $8,415-96.0% | $7,386-95.4% | $13,397-97.5% |