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 | $33,225 | $93,024-64.3% | $77,024-56.9% | $134,475-75.3% |
| Participation rate | 93.3% | 74.5%+18.9pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | -19.57% | 62.60%-82.2pp | 42.32%-61.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,559 | $3,418+33.4% | $2,812+62.1% | $4,740-3.8% |
| Participant deferral / active EE | $3,269 | $5,238-37.6% | $4,426-26.2% | $6,400-48.9% |
| Admin fee / account holder | $1,351 | $6,944-80.5% | $5,425-75.1% | $11,426-88.2% |