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 | $2,984 | $29,660-89.9% | $56,411-94.7% | $80,856-96.3% |
| Participation rate | 79.6% | 41.6%+37.9pp | 52.5%+27.1pp | 67.6%+12.0pp |
| Annual return | 15.42% | 35.23%-19.8pp | 1701.33%-1685.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $295 | $669-55.9% | $1,039-71.6% | $2,755-89.3% |
| Participant deferral / active EE | $1,012 | $1,226-17.5% | $1,952-48.2% | $4,296-76.4% |
| Admin fee / account holder | $337 | $2,428-86.1% | $2,829-88.1% | $6,918-95.1% |