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 | $29,319-88.4% | $52,425-93.5% | $82,448-95.9% |
| Participation rate | 85.4% | 46.9%+38.5pp | 55.6%+29.7pp | 68.1%+17.3pp |
| Annual return | 22.26% | 535.20%-512.9pp | 302.12%-279.9pp | 41.64%-19.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,125 | $1,171-3.9% | $1,790-37.2% | $4,139-72.8% |
| Admin fee / account holder | $373 | $1,962-81.0% | $2,495-85.0% | $7,234-94.8% |