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 | $29,319-89.6% | $52,425-94.2% | $82,448-96.3% |
| Participation rate | 76.1% | 46.9%+29.2pp | 55.6%+20.5pp | 68.1%+8.0pp |
| Annual return | 27.67% | 535.20%-507.5pp | 302.12%-274.5pp | 41.64%-14.0pp |
| Employer contribution / active EE | $483 | $586-17.6% | $914-47.1% | $2,551-81.1% |
| Participant deferral / active EE | $831 | $1,171-29.1% | $1,790-53.6% | $4,139-79.9% |
| Admin fee / account holder | $502 | $1,962-74.4% | $2,495-79.9% | $7,234-93.1% |