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 | $4,528 | $81,625-94.5% | $58,482-92.3% | $139,434-96.8% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 22.90% | 7404.20%-7381.3pp | 4239.32%-4216.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,149 | $1,398-17.8% | $1,053+9.1% | $4,751-75.8% |
| Participant deferral / active EE | $2,119 | $2,557-17.1% | $1,924+10.2% | $6,710-68.4% |
| Admin fee / account holder | $1,447 | $3,265-55.7% | $2,516-42.5% | $11,403-87.3% |