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 | $3,405 | $30,400-88.8% | $53,898-93.7% | $84,808-96.0% |
| Participation rate | 85.4% | 46.4%+38.9pp | 55.0%+30.4pp | 68.3%+17.1pp |
| Annual return | 22.26% | 500.19%-477.9pp | 528.60%-506.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,125 | $1,199-6.1% | $1,826-38.4% | $4,212-73.3% |
| Admin fee / account holder | $373 | $1,993-81.3% | $2,491-85.0% | $7,344-94.9% |