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 | $18,425 | $82,664-77.7% | $125,339-85.3% | $68,494-73.1% |
| Participation rate | 82.1% | 75.0%+7.1pp | 82.4%-0.2pp | 67.9%+14.3pp |
| Annual return | -1.46% | -5.97%+4.5pp | 572.05%-573.5pp | -7.84%+6.4pp |
| Employer contribution / active EE | $2,006 | $3,381-40.7% | $4,814-58.3% | $2,596-22.7% |
| Participant deferral / active EE | $4,460 | $6,110-27.0% | $7,446-40.1% | $4,027+10.8% |
| Admin fee / account holder | $1,638 | $6,275-73.9% | $10,010-83.6% | $5,403-69.7% |