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 10-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 | $27,789 | $82,664-66.4% | $125,339-77.8% | $68,494-59.4% |
| Participation rate | 87.0% | 75.0%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -18.81% | -5.97%-12.8pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $830 | $3,381-75.4% | $4,814-82.8% | $2,596-68.0% |
| Participant deferral / active EE | $6,338 | $6,110+3.7% | $7,446-14.9% | $4,027+57.4% |
| Admin fee / account holder | $883 | $6,275-85.9% | $10,010-91.2% | $5,403-83.7% |