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 | $12,210 | $59,774-79.6% | - | $134,475-90.9% |
| Participation rate | 72.2% | 67.4%+4.8pp | - | 81.2%-9.0pp |
| Annual return | -13.84% | -10.72%-3.1pp | - | 417.96%-431.8pp |
| Employer contribution / active EE | $2,343 | $2,711-13.6% | - | $4,740-50.6% |
| Participant deferral / active EE | $2,559 | $4,131-38.1% | - | $6,400-60.0% |
| Admin fee / account holder | $2,366 | $4,003-40.9% | - | $11,426-79.3% |