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 | $5,854 | $30,400-80.7% | $53,898-89.1% | $84,808-93.1% |
| Participation rate | 88.9% | 46.4%+42.4pp | 55.0%+33.9pp | 68.3%+20.6pp |
| Annual return | 22.90% | 500.19%-477.3pp | 528.60%-505.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $488 | $603-19.0% | $932-47.6% | $2,631-81.5% |
| Participant deferral / active EE | $654 | $1,199-45.4% | $1,826-64.2% | $4,212-84.5% |
| Admin fee / account holder | $330 | $1,993-83.4% | $2,491-86.7% | $7,344-95.5% |