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 6-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 | $16,186 | $95,862-83.1% | $79,550-79.7% | $134,475-88.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -15.70% | -2.69%-13.0pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,693 | $3,128-45.9% | $2,413-29.8% | $4,740-64.3% |
| Participant deferral / active EE | $2,711 | $4,693-42.2% | $3,985-32.0% | $6,400-57.6% |
| Admin fee / account holder | $388 | $9,126-95.7% | $6,832-94.3% | $11,426-96.6% |