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 | $3,447 | $30,400-88.7% | $53,898-93.6% | $84,808-95.9% |
| Participation rate | 82.9% | 46.4%+36.4pp | 55.0%+27.9pp | 68.3%+14.5pp |
| Annual return | 20.97% | 500.19%-479.2pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $605 | $603+0.4% | $932-35.1% | $2,631-77.0% |
| Participant deferral / active EE | $1,134 | $1,199-5.4% | $1,826-37.9% | $4,212-73.1% |
| Admin fee / account holder | $433 | $1,993-78.3% | $2,491-82.6% | $7,344-94.1% |