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 5-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 | $4,108 | $30,400-86.5% | $53,898-92.4% | $84,808-95.2% |
| Participation rate | 97.4% | 46.4%+50.9pp | 55.0%+42.4pp | 68.3%+29.1pp |
| Annual return | 16.93% | 500.19%-483.3pp | 528.60%-511.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,284 | $1,199+7.1% | $1,826-29.7% | $4,212-69.5% |
| Admin fee / account holder | $613 | $1,993-69.2% | $2,491-75.4% | $7,344-91.7% |