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 | $4,763 | $70,606-93.3% | $53,898-91.2% | $142,382-96.7% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 22.81% | 619.81%-597.0pp | 528.60%-505.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $631 | $1,202-47.5% | $932-32.3% | $4,299-85.3% |
| Participant deferral / active EE | $768 | $2,364-67.5% | $1,826-57.9% | $6,507-88.2% |
| Admin fee / account holder | $336 | $2,852-88.2% | $2,491-86.5% | $12,624-97.3% |