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 5-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 | $4,544 | $30,400-85.1% | $53,898-91.6% | $84,808-94.6% |
| Participation rate | 75.7% | 46.4%+29.2pp | 55.0%+20.7pp | 68.3%+7.4pp |
| Annual return | 23.30% | 500.19%-476.9pp | 528.60%-505.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,162 | $1,199-3.1% | $1,826-36.4% | $4,212-72.4% |
| Admin fee / account holder | $727 | $1,993-63.5% | $2,491-70.8% | $7,344-90.1% |