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 | $3,777 | $68,097-94.5% | $62,929-94.0% | $137,256-97.2% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.0%+10.0pp |
| Annual return | 22.98% | 1859.11%-1836.1pp | 1063.93%-1041.0pp | 220.34%-197.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,217 | $4,553-73.3% | $3,888-68.7% | $6,407-81.0% |
| Admin fee / account holder | $504 | $6,521-92.3% | $5,065-90.0% | $12,270-95.9% |