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 | $21,796 | $64,707-66.3% | $112,228-80.6% | $68,494-68.2% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -15.06% | -11.40%-3.7pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $952 | $2,746-65.3% | $3,635-73.8% | $2,596-63.3% |
| Participant deferral / active EE | $5,399 | $3,565+51.5% | $4,728+14.2% | $4,027+34.1% |
| Admin fee / account holder | $1,212 | $5,232-76.8% | $6,410-81.1% | $5,403-77.6% |