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 | $30,150 | $27,641+9.1% | $61,373-50.9% | $68,494-56.0% |
| Participation rate | 72.4% | 39.5%+32.9pp | 52.6%+19.8pp | 67.9%+4.5pp |
| Annual return | -17.08% | -13.24%-3.8pp | 338.61%-355.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,205 | $695+73.3% | $1,159+3.9% | $2,596-53.6% |
| Participant deferral / active EE | $3,364 | $1,263+166.3% | $2,125+58.3% | $4,027-16.5% |
| Admin fee / account holder | $1,190 | $2,010-40.8% | $2,130-44.1% | $5,403-78.0% |