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 | $40,153 | $93,024-56.8% | $77,024-47.9% | $134,475-70.1% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -18.51% | 62.60%-81.1pp | 42.32%-60.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $7,714 | $3,418+125.7% | $2,812+174.3% | $4,740+62.8% |
| Participant deferral / active EE | $9,938 | $5,238+89.7% | $4,426+124.5% | $6,400+55.3% |
| Admin fee / account holder | $324 | $6,944-95.3% | $5,425-94.0% | $11,426-97.2% |