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 7-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 | $21,992 | $59,107-62.8% | $86,436-74.6% | $68,494-67.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -15.07% | -0.23%-14.8pp | 4394.89%-4410.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,862 | $2,519+13.6% | $3,769-24.1% | $2,596+10.2% |
| Participant deferral / active EE | $4,402 | $5,901-25.4% | $6,952-36.7% | $4,027+9.3% |
| Admin fee / account holder | $606 | $5,637-89.2% | $6,731-91.0% | $5,403-88.8% |