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 | $19,513 | $54,350-64.1% | $82,719-76.4% | $68,494-71.5% |
| Participation rate | 98.3% | 63.9%+34.4pp | 72.6%+25.7pp | 67.9%+30.4pp |
| Annual return | -11.92% | -13.67%+1.8pp | 701.18%-713.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $810 | $2,218-63.5% | $3,009-73.1% | $2,596-68.8% |
| Participant deferral / active EE | $1,313 | $3,246-59.6% | $4,395-70.1% | $4,027-67.4% |
| Admin fee / account holder | $452 | $4,395-89.7% | $5,329-91.5% | $5,403-91.6% |