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 | $4,652 | $70,606-93.4% | $53,898-91.4% | $142,382-96.7% |
| Participation rate | 72.7% | 63.7%+9.0pp | 55.0%+17.8pp | 80.1%-7.4pp |
| Annual return | 21.58% | 619.81%-598.2pp | 528.60%-507.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $423 | $1,202-64.8% | $932-54.7% | $4,299-90.2% |
| Participant deferral / active EE | $1,301 | $2,364-45.0% | $1,826-28.8% | $6,507-80.0% |
| Admin fee / account holder | $590 | $2,852-79.3% | $2,491-76.3% | $12,624-95.3% |