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 6-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 | $2,548 | $29,319-91.3% | $52,425-95.1% | $82,448-96.9% |
| Participation rate | 76.8% | 46.9%+30.0pp | 55.6%+21.2pp | 68.1%+8.7pp |
| Annual return | 15.97% | 535.20%-519.2pp | 302.12%-286.1pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $629 | $1,171-46.3% | $1,790-64.9% | $4,139-84.8% |
| Admin fee / account holder | $468 | $1,962-76.1% | $2,495-81.2% | $7,234-93.5% |