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 | $12,034 | $27,641-56.5% | $61,373-80.4% | $68,494-82.4% |
| Participation rate | 93.0% | 39.5%+53.5pp | 52.6%+40.5pp | 67.9%+25.1pp |
| Annual return | -15.63% | -13.24%-2.4pp | 338.61%-354.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,942 | $695+323.1% | $1,159+153.8% | $2,596+13.3% |
| Participant deferral / active EE | $1,989 | $1,263+57.4% | $2,125-6.4% | $4,027-50.6% |
| Admin fee / account holder | $688 | $2,010-65.8% | $2,130-67.7% | $5,403-87.3% |