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 | $21,400 | $27,641-22.6% | $61,373-65.1% | $68,494-68.8% |
| Participation rate | 72.4% | 39.5%+32.9pp | 52.6%+19.8pp | 67.9%+4.5pp |
| Annual return | -6.15% | -13.24%+7.1pp | 338.61%-344.8pp | -7.84%+1.7pp |
| Employer contribution / active EE | $2,117 | $695+204.3% | $1,159+82.6% | $2,596-18.5% |
| Participant deferral / active EE | $5,544 | $1,263+338.9% | $2,125+160.9% | $4,027+37.7% |
| Admin fee / account holder | $4,573 | $2,010+127.5% | $2,130+114.7% | $5,403-15.4% |