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 | $22,797 | $69,010-67.0% | $159,960-85.7% | $68,494-66.7% |
| Participation rate | 94.4% | 65.4%+29.0pp | 78.0%+16.5pp | 67.9%+26.6pp |
| Annual return | -11.61% | -9.65%-2.0pp | 408.60%-420.2pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,524 | $2,213-31.1% | $4,226-63.9% | $2,596-41.3% |
| Participant deferral / active EE | $3,699 | $4,212-12.2% | $6,182-40.2% | $4,027-8.1% |
| Admin fee / account holder | $864 | $4,798-82.0% | $8,698-90.1% | $5,403-84.0% |