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 | $24,429 | $84,487-71.1% | $125,339-80.5% | $66,914-63.5% |
| Participation rate | 79.2% | 76.4%+2.8pp | 82.4%-3.1pp | 69.8%+9.4pp |
| Annual return | -15.98% | -8.39%-7.6pp | 572.05%-588.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,675 | $3,553-24.7% | $4,814-44.4% | $2,544+5.1% |
| Participant deferral / active EE | $5,421 | $6,781-20.1% | $7,446-27.2% | $4,237+28.0% |
| Admin fee / account holder | $2,304 | $685+236.3% | $10,010-77.0% | $593+288.3% |