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 7-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 | $5,549 | $70,756-92.2% | $65,493-91.5% | $142,382-96.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 26.08% | 1754.89%-1728.8pp | 982.45%-956.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,280 | $2,881-55.6% | $2,574-50.3% | $4,299-70.2% |
| Participant deferral / active EE | $1,339 | $4,637-71.1% | $3,961-66.2% | $6,507-79.4% |
| Admin fee / account holder | $1,032 | $6,559-84.3% | $5,028-79.5% | $12,624-91.8% |