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 | $37,417 | $93,024-59.8% | $77,024-51.4% | $134,475-72.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.71% | 62.60%-82.3pp | 42.32%-62.0pp | 417.96%-437.7pp |
| Employer contribution / active EE | $12,159 | $3,418+255.7% | $2,812+332.4% | $4,740+156.5% |
| Participant deferral / active EE | $9,530 | $5,238+81.9% | $4,426+115.3% | $6,400+48.9% |
| Admin fee / account holder | $335 | $6,944-95.2% | $5,425-93.8% | $11,426-97.1% |