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 4-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 | $5,477 | $29,319-81.3% | $52,425-89.6% | $82,448-93.4% |
| Participation rate | 82.9% | 46.9%+36.0pp | 55.6%+27.2pp | 68.1%+14.8pp |
| Annual return | 18.67% | 535.20%-516.5pp | 302.12%-283.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $747 | $586+27.5% | $914-18.2% | $2,551-70.7% |
| Participant deferral / active EE | $1,538 | $1,171+31.3% | $1,790-14.1% | $4,139-62.9% |
| Admin fee / account holder | $578 | $1,962-70.6% | $2,495-76.8% | $7,234-92.0% |