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 8-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 | $4,836 | $30,400-84.1% | $53,898-91.0% | $84,808-94.3% |
| Participation rate | 84.6% | 46.4%+38.2pp | 55.0%+29.7pp | 68.3%+16.3pp |
| Annual return | 124.58% | 500.19%-375.6pp | 528.60%-404.0pp | 40.90%+83.7pp |
| Employer contribution / active EE | $1,427 | $603+136.8% | $932+53.1% | $2,631-45.8% |
| Participant deferral / active EE | $1,733 | $1,199+44.6% | $1,826-5.1% | $4,212-58.9% |
| Admin fee / account holder | $511 | $1,993-74.4% | $2,491-79.5% | $7,344-93.0% |