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 9-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 | $44,959 | $54,350-17.3% | $82,719-45.6% | $68,494-34.4% |
| Participation rate | 76.0% | 63.9%+12.1pp | 72.6%+3.4pp | 67.9%+8.1pp |
| Annual return | -15.20% | -13.67%-1.5pp | 701.18%-716.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,721 | $2,218-22.4% | $3,009-42.8% | $2,596-33.7% |
| Participant deferral / active EE | $2,845 | $3,246-12.3% | $4,395-35.3% | $4,027-29.3% |
| Admin fee / account holder | $1,865 | $4,395-57.6% | $5,329-65.0% | $5,403-65.5% |