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 5-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 | $38,179 | $93,024-59.0% | $77,024-50.4% | $134,475-71.6% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -15.24% | 62.60%-77.8pp | 42.32%-57.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,062 | $3,418+18.9% | $2,812+44.5% | $4,740-14.3% |
| Participant deferral / active EE | $9,602 | $5,238+83.3% | $4,426+116.9% | $6,400+50.0% |
| Admin fee / account holder | $2,325 | $6,944-66.5% | $5,425-57.1% | $11,426-79.7% |