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 8-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 | $21,245 | $92,703-77.1% | $82,719-74.3% | $134,475-84.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.14% | 944.92%-963.1pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $867 | $3,274-73.5% | $3,009-71.2% | $4,740-81.7% |
| Participant deferral / active EE | $2,636 | $4,802-45.1% | $4,395-40.0% | $6,400-58.8% |
| Admin fee / account holder | $351 | $5,983-94.1% | $5,329-93.4% | $11,426-96.9% |