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 3-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 | $2,552 | $29,660-91.4% | $56,411-95.5% | $80,856-96.8% |
| Participation rate | 75.0% | 41.6%+33.4pp | 52.5%+22.5pp | 67.6%+7.4pp |
| Annual return | 15.38% | 35.23%-19.9pp | 1701.33%-1686.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,274 | $1,226+3.9% | $1,952-34.8% | $4,296-70.4% |
| Admin fee / account holder | $371 | $2,428-84.7% | $2,829-86.9% | $6,918-94.6% |