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 | $4,418 | $30,400-85.5% | $53,898-91.8% | $84,808-94.8% |
| Participation rate | 76.7% | 46.4%+30.2pp | 55.0%+21.7pp | 68.3%+8.4pp |
| Annual return | 15.85% | 500.19%-484.3pp | 528.60%-512.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $382 | $603-36.6% | $932-59.0% | $2,631-85.5% |
| Participant deferral / active EE | $932 | $1,199-22.2% | $1,826-49.0% | $4,212-77.9% |
| Admin fee / account holder | $673 | $1,993-66.2% | $2,491-73.0% | $7,344-90.8% |