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 | $2,056 | $29,319-93.0% | $52,425-96.1% | $82,448-97.5% |
| Participation rate | 77.8% | 46.9%+30.9pp | 55.6%+22.2pp | 68.1%+9.7pp |
| Annual return | 32.21% | 535.20%-503.0pp | 302.12%-269.9pp | 41.64%-9.4pp |
| Employer contribution / active EE | $987 | $586+68.2% | $914+7.9% | $2,551-61.3% |
| Participant deferral / active EE | $1,113 | $1,171-4.9% | $1,790-37.8% | $4,139-73.1% |
| Admin fee / account holder | $390 | $1,962-80.1% | $2,495-84.4% | $7,234-94.6% |