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 | $7,047 | $30,400-76.8% | $53,898-86.9% | $84,808-91.7% |
| Participation rate | 79.5% | 46.4%+33.1pp | 55.0%+24.6pp | 68.3%+11.2pp |
| Annual return | 23.71% | 500.19%-476.5pp | 528.60%-504.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,585 | $1,199+32.2% | $1,826-13.2% | $4,212-62.4% |
| Admin fee / account holder | $492 | $1,993-75.3% | $2,491-80.2% | $7,344-93.3% |