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 | $3,756 | $76,738-95.1% | $56,411-93.3% | $145,922-97.4% |
| Participation rate | 86.7% | 63.2%+23.5pp | 52.5%+34.2pp | 80.3%+6.4pp |
| Annual return | 12.25% | 2994.23%-2982.0pp | 1701.33%-1689.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $174 | $1,380-87.4% | $1,039-83.2% | $4,660-96.3% |
| Participant deferral / active EE | $568 | $2,623-78.3% | $1,952-70.9% | $6,688-91.5% |
| Admin fee / account holder | $475 | $3,334-85.8% | $2,829-83.2% | $13,397-96.5% |