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 | $3,983 | $88,751-95.5% | $81,812-95.1% | $145,922-97.3% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 17.19% | 1025.40%-1008.2pp | 773.79%-756.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,406 | $3,083-54.4% | $2,912-51.7% | $4,660-69.8% |
| Participant deferral / active EE | $1,760 | $4,643-62.1% | $4,319-59.2% | $6,688-73.7% |
| Admin fee / account holder | $1,051 | $8,415-87.5% | $7,386-85.8% | $13,397-92.2% |