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 9-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 | $16,666 | $95,862-82.6% | $79,550-79.0% | $134,475-87.6% |
| Participation rate | 94.7% | 75.0%+19.7pp | 69.5%+25.3pp | 81.2%+13.5pp |
| Annual return | -9.68% | -2.69%-7.0pp | 0.16%-9.8pp | 417.96%-427.6pp |
| Employer contribution / active EE | $1,152 | $3,128-63.2% | $2,413-52.3% | $4,740-75.7% |
| Participant deferral / active EE | $3,299 | $4,693-29.7% | $3,985-17.2% | $6,400-48.4% |
| Admin fee / account holder | $819 | $9,126-91.0% | $6,832-88.0% | $11,426-92.8% |