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 | $14,162 | $54,350-73.9% | $82,719-82.9% | $68,494-79.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.16% | -13.67%+2.5pp | 701.18%-712.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,835 | $2,218-17.3% | $3,009-39.0% | $2,596-29.3% |
| Participant deferral / active EE | $2,271 | $3,246-30.0% | $4,395-48.3% | $4,027-43.6% |
| Admin fee / account holder | $1,546 | $4,395-64.8% | $5,329-71.0% | $5,403-71.4% |