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 7-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 | $19,303 | $93,024-79.2% | $77,024-74.9% | $134,475-85.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -14.73% | 62.60%-77.3pp | 42.32%-57.0pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,289 | $3,418-33.0% | $2,812-18.6% | $4,740-51.7% |
| Participant deferral / active EE | $4,846 | $5,238-7.5% | $4,426+9.5% | $6,400-24.3% |
| Admin fee / account holder | $2,336 | $6,944-66.4% | $5,425-56.9% | $11,426-79.6% |