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 | $4,030 | $70,606-94.3% | $53,898-92.5% | $142,382-97.2% |
| Participation rate | 88.2% | 63.7%+24.5pp | 55.0%+33.3pp | 80.1%+8.1pp |
| Annual return | 187.70% | 619.81%-432.1pp | 528.60%-340.9pp | 217.08%-29.4pp |
| Employer contribution / active EE | $1,869 | $1,202+55.5% | $932+100.6% | $4,299-56.5% |
| Participant deferral / active EE | $5,109 | $2,364+116.1% | $1,826+179.7% | $6,507-21.5% |
| Admin fee / account holder | $1,038 | $2,852-63.6% | $2,491-58.3% | $12,624-91.8% |