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 | $21,143 | $70,606-70.1% | $53,898-60.8% | $142,382-85.2% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 20.03% | 619.81%-599.8pp | 528.60%-508.6pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,051 | $1,202-12.5% | $932+12.8% | $4,299-75.5% |
| Participant deferral / active EE | $3,460 | $2,364+46.4% | $1,826+89.5% | $6,507-46.8% |
| Admin fee / account holder | $604 | $2,852-78.8% | $2,491-75.7% | $12,624-95.2% |