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 | $7,924 | $32,117-75.3% | $71,086-88.9% | $64,186-87.7% |
| Participation rate | 98.2% | 42.7%+55.5pp | 54.7%+43.6pp | 69.6%+28.7pp |
| Annual return | -4.90% | -5.57%+0.7pp | 650.59%-655.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $241 | $712-66.1% | $1,088-77.8% | $2,381-89.9% |
| Participant deferral / active EE | $869 | $1,263-31.2% | $1,874-53.7% | $3,470-75.0% |
| Admin fee / account holder | $459 | $2,759-83.4% | $3,082-85.1% | $4,888-90.6% |