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 | $31,973 | $93,024-65.6% | $77,024-58.5% | $134,475-76.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.91% | 62.60%-76.5pp | 42.32%-56.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,132 | $3,418-8.4% | $2,812+11.4% | $4,740-33.9% |
| Participant deferral / active EE | $5,793 | $5,238+10.6% | $4,426+30.9% | $6,400-9.5% |
| Admin fee / account holder | $3,375 | $6,944-51.4% | $5,425-37.8% | $11,426-70.5% |