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 6-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 | $7,196 | $30,400-76.3% | $53,898-86.6% | $84,808-91.5% |
| Participation rate | 71.0% | 46.4%+24.5pp | 55.0%+16.0pp | 68.3%+2.7pp |
| Annual return | 24.83% | 500.19%-475.4pp | 528.60%-503.8pp | 40.90%-16.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,709 | $1,199+42.6% | $1,826-6.4% | $4,212-59.4% |
| Admin fee / account holder | $621 | $1,993-68.9% | $2,491-75.1% | $7,344-91.6% |