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 | $17,461 | $100,754-82.7% | $86,677-79.9% | $134,475-87.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.14% | 29.04%-42.2pp | 35.91%-49.0pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,329 | $3,489-61.9% | $2,836-53.1% | $4,740-72.0% |
| Participant deferral / active EE | $2,380 | $5,338-55.4% | $4,656-48.9% | $6,400-62.8% |
| Admin fee / account holder | $427 | $10,926-96.1% | $7,493-94.3% | $11,426-96.3% |