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 | $15,212 | $76,000-80.0% | $154,107-90.1% | $64,186-76.3% |
| Participation rate | 82.1% | 70.4%+11.7pp | 83.0%-0.9pp | 69.6%+12.5pp |
| Annual return | -6.17% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $632 | $3,351-81.2% | $5,298-88.1% | $2,381-73.5% |
| Participant deferral / active EE | $1,550 | $3,175-51.2% | $5,081-69.5% | $3,470-55.3% |
| Admin fee / account holder | $631 | $5,596-88.7% | $13,411-95.3% | $4,888-87.1% |