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 | $4,580 | $30,400-84.9% | $53,898-91.5% | $84,808-94.6% |
| Participation rate | 82.1% | 46.4%+35.7pp | 55.0%+27.2pp | 68.3%+13.8pp |
| Annual return | 33.04% | 500.19%-467.1pp | 528.60%-495.6pp | 40.90%-7.9pp |
| Employer contribution / active EE | $577 | $603-4.3% | $932-38.1% | $2,631-78.1% |
| Participant deferral / active EE | $1,556 | $1,199+29.8% | $1,826-14.8% | $4,212-63.1% |
| Admin fee / account holder | $854 | $1,993-57.2% | $2,491-65.7% | $7,344-88.4% |