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 5-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 | $14,321 | $27,641-48.2% | $61,373-76.7% | $68,494-79.1% |
| Participation rate | 96.2% | 39.5%+56.7pp | 52.6%+43.6pp | 67.9%+28.3pp |
| Annual return | -14.37% | -13.24%-1.1pp | 338.61%-353.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,535 | $695+408.2% | $1,159+204.9% | $2,596+36.1% |
| Participant deferral / active EE | $1,740 | $1,263+37.8% | $2,125-18.1% | $4,027-56.8% |
| Admin fee / account holder | $1,118 | $2,010-44.4% | $2,130-47.5% | $5,403-79.3% |