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 4-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 | $19,292 | $70,606-72.7% | $53,898-64.2% | $142,382-86.5% |
| Participation rate | 92.3% | 63.7%+28.6pp | 55.0%+37.3pp | 80.1%+12.2pp |
| Annual return | 22.03% | 619.81%-597.8pp | 528.60%-506.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,266 | $2,364+165.0% | $1,826+243.1% | $6,507-3.7% |
| Admin fee / account holder | $668 | $2,852-76.6% | $2,491-73.2% | $12,624-94.7% |