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 | $1,299 | $67,823-98.1% | $52,425-97.5% | $137,256-99.1% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 34.15% | 219.11%-185.0pp | 302.12%-268.0pp | 220.34%-186.2pp |
| Employer contribution / active EE | $455 | $1,163-60.9% | $914-50.2% | $4,156-89.0% |
| Participant deferral / active EE | $515 | $2,288-77.5% | $1,790-71.2% | $6,407-92.0% |
| Admin fee / account holder | $456 | $2,844-84.0% | $2,495-81.7% | $12,270-96.3% |