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 6-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 | $23,446 | $100,754-76.7% | $86,677-72.9% | $134,475-82.6% |
| Participation rate | 86.7% | 78.9%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -19.57% | 29.04%-48.6pp | 35.91%-55.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,027 | $3,489-13.3% | $2,836+6.7% | $4,740-36.1% |
| Participant deferral / active EE | $2,937 | $5,338-45.0% | $4,656-36.9% | $6,400-54.1% |
| Admin fee / account holder | $387 | $10,926-96.5% | $7,493-94.8% | $11,426-96.6% |