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 | $29,319-80.0% | $52,425-88.8% | $82,448-92.9% |
| Participation rate | 88.9% | 46.9%+42.0pp | 55.6%+33.3pp | 68.1%+20.8pp |
| Annual return | 22.90% | 535.20%-512.3pp | 302.12%-279.2pp | 41.64%-18.7pp |
| Employer contribution / active EE | $488 | $586-16.8% | $914-46.6% | $2,551-80.9% |
| Participant deferral / active EE | $654 | $1,171-44.2% | $1,790-63.5% | $4,139-84.2% |
| Admin fee / account holder | $330 | $1,962-83.2% | $2,495-86.8% | $7,234-95.4% |