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 | $29,185 | $82,286-64.5% | $68,791-57.6% | $134,475-78.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -0.51% | -2.19%+1.7pp | -6.38%+5.9pp | 417.96%-418.5pp |
| Employer contribution / active EE | $2,502 | $3,301-24.2% | $2,655-5.8% | $4,740-47.2% |
| Participant deferral / active EE | $3,634 | $4,739-23.3% | $3,941-7.8% | $6,400-43.2% |
| Admin fee / account holder | $386 | $6,481-94.0% | $4,932-92.2% | $11,426-96.6% |