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 | $3,621 | $70,606-94.9% | $53,898-93.3% | $142,382-97.5% |
| Participation rate | 88.2% | 63.7%+24.5pp | 55.0%+33.3pp | 80.1%+8.1pp |
| Annual return | 17.10% | 619.81%-602.7pp | 528.60%-511.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $16 | $1,202-98.7% | $932-98.3% | $4,299-99.6% |
| Participant deferral / active EE | $274 | $2,364-88.4% | $1,826-85.0% | $6,507-95.8% |
| Admin fee / account holder | $569 | $2,852-80.0% | $2,491-77.1% | $12,624-95.5% |