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 5-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 | $3,653 | $27,641-86.8% | $61,373-94.0% | $68,494-94.7% |
| Participation rate | 70.8% | 39.5%+31.3pp | 52.6%+18.3pp | 67.9%+2.9pp |
| Annual return | 25.02% | -13.24%+38.3pp | 338.61%-313.6pp | -7.84%+32.9pp |
| Employer contribution / active EE | $541 | $695-22.2% | $1,159-53.3% | $2,596-79.2% |
| Participant deferral / active EE | $1,209 | $1,263-4.3% | $2,125-43.1% | $4,027-70.0% |
| Admin fee / account holder | $1,656 | $2,010-17.6% | $2,130-22.3% | $5,403-69.4% |