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 | $1,156 | $70,606-98.4% | $53,898-97.9% | $142,382-99.2% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 14.05% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $424 | $1,202-64.8% | $932-54.6% | $4,299-90.1% |
| Participant deferral / active EE | $445 | $2,364-81.2% | $1,826-75.6% | $6,507-93.2% |
| Admin fee / account holder | $1,075 | $2,852-62.3% | $2,491-56.9% | $12,624-91.5% |