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 | $1,650 | $30,400-94.6% | $53,898-96.9% | $84,808-98.1% |
| Participation rate | 80.0% | 46.4%+33.6pp | 55.0%+25.0pp | 68.3%+11.7pp |
| Annual return | 19.42% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $650 | $1,199-45.8% | $1,826-64.4% | $4,212-84.6% |
| Admin fee / account holder | $466 | $1,993-76.6% | $2,491-81.3% | $7,344-93.6% |