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 3-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 | $1,991 | $30,400-93.4% | $53,898-96.3% | $84,808-97.7% |
| Participation rate | 84.0% | 46.4%+37.6pp | 55.0%+29.0pp | 68.3%+15.7pp |
| Annual return | 27.04% | 500.19%-473.2pp | 528.60%-501.6pp | 40.90%-13.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,124 | $1,199-6.3% | $1,826-38.5% | $4,212-73.3% |
| Admin fee / account holder | $605 | $1,993-69.7% | $2,491-75.7% | $7,344-91.8% |