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 | $22,192 | $49,177-54.9% | $79,464-72.1% | $64,186-65.4% |
| Participation rate | 93.1% | 65.0%+28.1pp | 73.3%+19.8pp | 69.6%+23.5pp |
| Annual return | -6.22% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,635 | $2,076-21.3% | $2,800-41.6% | $2,381-31.3% |
| Participant deferral / active EE | $3,477 | $2,821+23.2% | $3,704-6.1% | $3,470+0.2% |
| Admin fee / account holder | $1,975 | $3,839-48.5% | $5,113-61.4% | $4,888-59.6% |