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 | $6,245 | $90,348-93.1% | $75,972-91.8% | $145,922-95.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.45% | 620.88%-609.4pp | 359.55%-348.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,586 | $3,311-52.1% | $2,685-40.9% | $4,660-66.0% |
| Participant deferral / active EE | $2,559 | $5,162-50.4% | $4,255-39.9% | $6,688-61.7% |
| Admin fee / account holder | $447 | $8,467-94.7% | $6,467-93.1% | $13,397-96.7% |