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 10-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 | $8,662 | $34,308-74.8% | $74,701-88.4% | $72,985-88.1% |
| Participation rate | 76.6% | 42.4%+34.2pp | 54.5%+22.2pp | 69.5%+7.1pp |
| Annual return | 20.60% | 26.58%-6.0pp | 752.92%-732.3pp | 81.00%-60.4pp |
| Employer contribution / active EE | $400 | $692-42.2% | $1,084-63.1% | $2,440-83.6% |
| Participant deferral / active EE | $878 | $1,271-31.0% | $1,964-55.3% | $3,607-75.7% |
| Admin fee / account holder | $945 | $2,124-55.5% | $3,333-71.6% | $5,124-81.5% |