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 9-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 | $25,742 | $45,863-43.9% | $77,024-66.6% | $68,494-62.4% |
| Participation rate | 80.6% | 55.9%+24.7pp | 67.9%+12.7pp | 67.9%+12.8pp |
| Annual return | -19.55% | 1.72%-21.3pp | 42.32%-61.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,505 | $2,962+119.6% | $4,426+47.0% | $4,027+61.5% |
| Admin fee / account holder | $1,305 | $3,041-57.1% | $5,425-76.0% | $5,403-75.9% |