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 6-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 | $31,929 | $82,286-61.2% | $68,791-53.6% | $134,475-76.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -17.39% | -2.19%-15.2pp | -6.38%-11.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $5,756 | $3,301+74.4% | $2,655+116.8% | $4,740+21.4% |
| Participant deferral / active EE | $9,482 | $4,739+100.1% | $3,941+140.6% | $6,400+48.2% |
| Admin fee / account holder | $11,074 | $6,481+70.9% | $4,932+124.5% | $11,426-3.1% |