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 6-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 | $16,616 | $59,107-71.9% | $86,436-80.8% | $68,494-75.7% |
| Participation rate | 96.7% | 75.2%+21.5pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -15.58% | -0.23%-15.3pp | 4394.89%-4410.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,449 | $2,519-2.8% | $3,769-35.0% | $2,596-5.7% |
| Participant deferral / active EE | $6,226 | $5,901+5.5% | $6,952-10.4% | $4,027+54.6% |
| Admin fee / account holder | $571 | $5,637-89.9% | $6,731-91.5% | $5,403-89.4% |