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 | $32,729 | $27,641+18.4% | $61,373-46.7% | $68,494-52.2% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -14.11% | -13.24%-0.9pp | 338.61%-352.7pp | -7.84%-6.3pp |
| Employer contribution / active EE | $768 | $695+10.4% | $1,159-33.8% | $2,596-70.4% |
| Participant deferral / active EE | $1,949 | $1,263+54.3% | $2,125-8.3% | $4,027-51.6% |
| Admin fee / account holder | $2,774 | $2,010+38.0% | $2,130+30.3% | $5,403-48.7% |