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 7-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 | $19,519 | $54,350-64.1% | $82,719-76.4% | $68,494-71.5% |
| Participation rate | 76.2% | 63.9%+12.3pp | 72.6%+3.6pp | 67.9%+8.3pp |
| Annual return | -16.35% | -13.67%-2.7pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,153 | $2,218-48.0% | $3,009-61.7% | $2,596-55.6% |
| Participant deferral / active EE | $4,089 | $3,246+26.0% | $4,395-7.0% | $4,027+1.5% |
| Admin fee / account holder | $1,150 | $4,395-73.8% | $5,329-78.4% | $5,403-78.7% |