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 | $14,784 | $27,641-46.5% | $61,373-75.9% | $68,494-78.4% |
| Participation rate | 81.6% | 39.5%+42.1pp | 52.6%+29.1pp | 67.9%+13.7pp |
| Annual return | -13.21% | -13.24%0pp | 338.61%-351.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $878 | $695+26.3% | $1,159-24.3% | $2,596-66.2% |
| Participant deferral / active EE | $2,582 | $1,263+104.4% | $2,125+21.5% | $4,027-35.9% |
| Admin fee / account holder | $1,028 | $2,010-48.8% | $2,130-51.7% | $5,403-81.0% |