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 | $2,056 | $30,400-93.2% | $53,898-96.2% | $84,808-97.6% |
| Participation rate | 77.8% | 46.4%+31.3pp | 55.0%+22.8pp | 68.3%+9.5pp |
| Annual return | 32.21% | 500.19%-468.0pp | 528.60%-496.4pp | 40.90%-8.7pp |
| Employer contribution / active EE | $987 | $603+63.7% | $932+5.8% | $2,631-62.5% |
| Participant deferral / active EE | $1,113 | $1,199-7.1% | $1,826-39.0% | $4,212-73.6% |
| Admin fee / account holder | $390 | $1,993-80.4% | $2,491-84.3% | $7,344-94.7% |