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 | $31,694 | $42,894-26.1% | $60,874-47.9% | $68,494-53.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.85% | -13.98%+4.1pp | 16.90%-26.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $958 | $1,978-51.6% | $2,701-64.5% | $2,596-63.1% |
| Participant deferral / active EE | $1,439 | $2,867-49.8% | $3,817-62.3% | $4,027-64.3% |
| Admin fee / account holder | $5,018 | $3,101+61.8% | $3,224+55.6% | $5,403-7.1% |