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 | $21,282 | $27,641-23.0% | $61,373-65.3% | $68,494-68.9% |
| Participation rate | 92.0% | 39.5%+52.5pp | 52.6%+39.4pp | 67.9%+24.1pp |
| Annual return | -19.78% | -13.24%-6.5pp | 338.61%-358.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $982 | $695+41.3% | $1,159-15.3% | $2,596-62.2% |
| Participant deferral / active EE | $3,537 | $1,263+180.0% | $2,125+66.4% | $4,027-12.2% |
| Admin fee / account holder | $830 | $2,010-58.7% | $2,130-61.0% | $5,403-84.6% |