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 | $1,913 | $29,660-93.6% | $56,411-96.6% | $80,856-97.6% |
| Participation rate | 82.4% | 41.6%+40.7pp | 52.5%+29.9pp | 67.6%+14.7pp |
| Annual return | 22.46% | 35.23%-12.8pp | 1701.33%-1678.9pp | 35.59%-13.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $981 | $1,226-19.9% | $1,952-49.7% | $4,296-77.2% |
| Admin fee / account holder | $985 | $2,428-59.4% | $2,829-65.2% | $6,918-85.8% |