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 | $2,679 | $30,400-91.2% | $53,898-95.0% | $84,808-96.8% |
| Participation rate | 85.5% | 46.4%+39.0pp | 55.0%+30.5pp | 68.3%+17.2pp |
| Annual return | 16.58% | 500.19%-483.6pp | 528.60%-512.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,409 | $1,199+17.5% | $1,826-22.9% | $4,212-66.5% |
| Admin fee / account holder | $473 | $1,993-76.3% | $2,491-81.0% | $7,344-93.6% |