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 7-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 | $17,968 | $42,894-58.1% | $60,874-70.5% | $68,494-73.8% |
| Participation rate | 80.6% | 66.8%+13.9pp | 73.1%+7.5pp | 67.9%+12.8pp |
| Annual return | -13.44% | -13.98%+0.5pp | 16.90%-30.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,862 | $2,867+34.7% | $3,817+1.2% | $4,027-4.1% |
| Admin fee / account holder | $1,149 | $3,101-63.0% | $3,224-64.4% | $5,403-78.7% |