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 | $25,209 | $59,107-57.4% | $86,436-70.8% | $68,494-63.2% |
| Participation rate | 93.9% | 75.2%+18.7pp | 80.3%+13.6pp | 67.9%+26.1pp |
| Annual return | -16.11% | -0.23%-15.9pp | 4394.89%-4411.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,271 | $2,519+69.6% | $3,769+13.3% | $2,596+64.5% |
| Participant deferral / active EE | $4,158 | $5,901-29.5% | $6,952-40.2% | $4,027+3.2% |
| Admin fee / account holder | $308 | $5,637-94.5% | $6,731-95.4% | $5,403-94.3% |