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 | $5,248 | $29,319-82.1% | $52,425-90.0% | $82,448-93.6% |
| Participation rate | 75.9% | 46.9%+29.0pp | 55.6%+20.2pp | 68.1%+7.8pp |
| Annual return | 20.18% | 535.20%-515.0pp | 302.12%-281.9pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,056 | $1,171-9.9% | $1,790-41.0% | $4,139-74.5% |
| Admin fee / account holder | $416 | $1,962-78.8% | $2,495-83.3% | $7,234-94.3% |