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 5-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 | $15,274 | $82,286-81.4% | $68,791-77.8% | $134,475-88.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.46% | -2.19%-14.3pp | -6.38%-10.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,396 | $3,301-57.7% | $2,655-47.4% | $4,740-70.6% |
| Participant deferral / active EE | $3,015 | $4,739-36.4% | $3,941-23.5% | $6,400-52.9% |
| Admin fee / account holder | $542 | $6,481-91.6% | $4,932-89.0% | $11,426-95.3% |