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 | $20,013 | $27,641-27.6% | $61,373-67.4% | $68,494-70.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -15.24% | -13.24%-2.0pp | 338.61%-353.8pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,188 | $695+358.4% | $1,159+175.0% | $2,596+22.8% |
| Participant deferral / active EE | $1,583 | $1,263+25.3% | $2,125-25.5% | $4,027-60.7% |
| Admin fee / account holder | $697 | $2,010-65.3% | $2,130-67.3% | $5,403-87.1% |