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 | $29,319-84.5% | $52,425-91.3% | $82,448-94.5% |
| Participation rate | 75.7% | 46.9%+28.8pp | 55.6%+20.1pp | 68.1%+7.6pp |
| Annual return | 23.30% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,162 | $1,171-0.8% | $1,790-35.1% | $4,139-71.9% |
| Admin fee / account holder | $727 | $1,962-63.0% | $2,495-70.9% | $7,234-90.0% |