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 | $27,933 | $59,107-52.7% | $86,436-67.7% | $68,494-59.2% |
| Participation rate | 84.8% | 75.2%+9.5pp | 80.3%+4.5pp | 67.9%+16.9pp |
| Annual return | -11.54% | -0.23%-11.3pp | 4394.89%-4406.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,843 | $2,519+52.6% | $3,769+2.0% | $2,596+48.0% |
| Participant deferral / active EE | $6,370 | $5,901+7.9% | $6,952-8.4% | $4,027+58.2% |
| Admin fee / account holder | $636 | $5,637-88.7% | $6,731-90.6% | $5,403-88.2% |