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 | $1,884 | $29,319-93.6% | $52,425-96.4% | $82,448-97.7% |
| Participation rate | 70.0% | 46.9%+23.1pp | 55.6%+14.4pp | 68.1%+1.9pp |
| Annual return | 18.31% | 535.20%-516.9pp | 302.12%-283.8pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $469 | $1,171-60.0% | $1,790-73.8% | $4,139-88.7% |
| Admin fee / account holder | $655 | $1,962-66.6% | $2,495-73.7% | $7,234-90.9% |