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 | $3,058 | $30,400-89.9% | $53,898-94.3% | $84,808-96.4% |
| Participation rate | 76.1% | 46.4%+29.6pp | 55.0%+21.1pp | 68.3%+7.8pp |
| Annual return | 27.67% | 500.19%-472.5pp | 528.60%-500.9pp | 40.90%-13.2pp |
| Employer contribution / active EE | $483 | $603-19.8% | $932-48.1% | $2,631-81.6% |
| Participant deferral / active EE | $831 | $1,199-30.7% | $1,826-54.5% | $4,212-80.3% |
| Admin fee / account holder | $502 | $1,993-74.8% | $2,491-79.8% | $7,344-93.2% |