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 | $3,972 | $30,400-86.9% | $53,898-92.6% | $84,808-95.3% |
| Participation rate | 91.7% | 46.4%+45.2pp | 55.0%+36.7pp | 68.3%+23.4pp |
| Annual return | 24.84% | 500.19%-475.3pp | 528.60%-503.8pp | 40.90%-16.1pp |
| Employer contribution / active EE | $734 | $603+21.8% | $932-21.2% | $2,631-72.1% |
| Participant deferral / active EE | $969 | $1,199-19.2% | $1,826-47.0% | $4,212-77.0% |
| Admin fee / account holder | $445 | $1,993-77.7% | $2,491-82.1% | $7,344-93.9% |