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 4-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 | $3,136 | $30,400-89.7% | $53,898-94.2% | $84,808-96.3% |
| Participation rate | 75.0% | 46.4%+28.6pp | 55.0%+20.0pp | 68.3%+6.7pp |
| Annual return | 19.00% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $240 | $603-60.2% | $932-74.3% | $2,631-90.9% |
| Participant deferral / active EE | $568 | $1,199-52.6% | $1,826-68.9% | $4,212-86.5% |
| Admin fee / account holder | $383 | $1,993-80.8% | $2,491-84.6% | $7,344-94.8% |