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 | $2,879 | $29,667-90.3% | $56,441-94.9% | $80,874-96.4% |
| Participation rate | 71.2% | 41.7%+29.5pp | 52.5%+18.7pp | 67.6%+3.5pp |
| Annual return | 15.23% | 35.22%-20.0pp | 1704.21%-1689.0pp | 35.62%-20.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $899 | $1,227-26.7% | $1,953-54.0% | $4,297-79.1% |
| Admin fee / account holder | $310 | $2,429-87.2% | $2,829-89.0% | $6,935-95.5% |