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 | $17,625 | $27,641-36.2% | $61,373-71.3% | $68,494-74.3% |
| Participation rate | 91.2% | 39.5%+51.7pp | 52.6%+38.6pp | 67.9%+23.3pp |
| Annual return | -14.82% | -13.24%-1.6pp | 338.61%-353.4pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,474 | $695+111.9% | $1,159+27.1% | $2,596-43.2% |
| Participant deferral / active EE | $2,420 | $1,263+91.6% | $2,125+13.9% | $4,027-39.9% |
| Admin fee / account holder | $919 | $2,010-54.3% | $2,130-56.8% | $5,403-83.0% |