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 | $28,720 | $54,350-47.2% | $82,719-65.3% | $68,494-58.1% |
| Participation rate | 91.8% | 63.9%+27.9pp | 72.6%+19.3pp | 67.9%+23.9pp |
| Annual return | -13.21% | -13.67%+0.5pp | 701.18%-714.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,674 | $2,218+20.6% | $3,009-11.1% | $2,596+3.0% |
| Participant deferral / active EE | $1,461 | $3,246-55.0% | $4,395-66.8% | $4,027-63.7% |
| Admin fee / account holder | $1,017 | $4,395-76.9% | $5,329-80.9% | $5,403-81.2% |