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 7-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 | $13,844 | $106,543-87.0% | $91,220-84.8% | $134,475-89.7% |
| Participation rate | 79.2% | 76.8%+2.4pp | 73.2%+6.0pp | 81.2%-2.1pp |
| Annual return | -20.61% | 160.60%-181.2pp | 114.01%-134.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,636 | $3,331-50.9% | $2,850-42.6% | $4,740-65.5% |
| Participant deferral / active EE | $2,951 | $4,719-37.5% | $4,234-30.3% | $6,400-53.9% |
| Admin fee / account holder | $446 | $6,231-92.8% | $5,420-91.8% | $11,426-96.1% |