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 | $14,561 | $95,862-84.8% | $79,550-81.7% | $134,475-89.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -18.99% | -2.69%-16.3pp | 0.16%-19.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $983 | $3,128-68.6% | $2,413-59.3% | $4,740-79.3% |
| Participant deferral / active EE | $4,017 | $4,693-14.4% | $3,985+0.8% | $6,400-37.2% |
| Admin fee / account holder | $954 | $9,126-89.5% | $6,832-86.0% | $11,426-91.7% |