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 | $2,718 | $30,400-91.1% | $53,898-95.0% | $84,808-96.8% |
| Participation rate | 72.7% | 46.4%+26.3pp | 55.0%+17.8pp | 68.3%+4.4pp |
| Annual return | 21.05% | 500.19%-479.1pp | 528.60%-507.6pp | 40.90%-19.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $777 | $1,199-35.1% | $1,826-57.4% | $4,212-81.5% |
| Admin fee / account holder | $306 | $1,993-84.6% | $2,491-87.7% | $7,344-95.8% |