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 | $31,339 | $82,664-62.1% | $125,339-75.0% | $68,494-54.2% |
| Participation rate | 90.5% | 75.0%+15.4pp | 82.4%+8.1pp | 67.9%+22.6pp |
| Annual return | -17.80% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,490 | $3,381-26.4% | $4,814-48.3% | $2,596-4.1% |
| Participant deferral / active EE | $5,315 | $6,110-13.0% | $7,446-28.6% | $4,027+32.0% |
| Admin fee / account holder | $1,243 | $6,275-80.2% | $10,010-87.6% | $5,403-77.0% |