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 | $26,719 | $49,177-45.7% | $79,464-66.4% | $64,186-58.4% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.6%+16.1pp |
| Annual return | -6.11% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $410 | $2,076-80.3% | $2,800-85.4% | $2,381-82.8% |
| Participant deferral / active EE | $3,052 | $2,821+8.2% | $3,704-17.6% | $3,470-12.0% |
| Admin fee / account holder | $1,386 | $3,839-63.9% | $5,113-72.9% | $4,888-71.6% |