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 | $18,298 | $32,117-43.0% | $71,086-74.3% | $64,186-71.5% |
| Participation rate | 78.3% | 42.7%+35.6pp | 54.7%+23.7pp | 69.6%+8.8pp |
| Annual return | -3.43% | -5.57%+2.1pp | 650.59%-654.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $812 | $712+14.1% | $1,088-25.3% | $2,381-65.9% |
| Participant deferral / active EE | $1,414 | $1,263+12.0% | $1,874-24.5% | $3,470-59.2% |
| Admin fee / account holder | $334 | $2,759-87.9% | $3,082-89.2% | $4,888-93.2% |