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 | $4,558 | $70,606-93.5% | $53,898-91.5% | $142,382-96.8% |
| Participation rate | 81.3% | 63.7%+17.5pp | 55.0%+26.3pp | 80.1%+1.1pp |
| Annual return | 30.85% | 619.81%-589.0pp | 528.60%-497.8pp | 217.08%-186.2pp |
| Employer contribution / active EE | $835 | $1,202-30.5% | $932-10.4% | $4,299-80.6% |
| Participant deferral / active EE | $1,229 | $2,364-48.0% | $1,826-32.7% | $6,507-81.1% |
| Admin fee / account holder | $669 | $2,852-76.5% | $2,491-73.2% | $12,624-94.7% |