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 5-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 | $14,856 | $69,010-78.5% | $159,960-90.7% | $68,494-78.3% |
| Participation rate | 96.2% | 65.4%+30.7pp | 78.0%+18.2pp | 67.9%+28.3pp |
| Annual return | -17.51% | -9.65%-7.9pp | 408.60%-426.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $962 | $2,213-56.5% | $4,226-77.2% | $2,596-62.9% |
| Participant deferral / active EE | $2,970 | $4,212-29.5% | $6,182-52.0% | $4,027-26.3% |
| Admin fee / account holder | $378 | $4,798-92.1% | $8,698-95.7% | $5,403-93.0% |