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 8-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 | $15,695 | $93,024-83.1% | $77,024-79.6% | $134,475-88.3% |
| Participation rate | 94.4% | 74.5%+20.0pp | 67.9%+26.5pp | 81.2%+13.2pp |
| Annual return | -16.54% | 62.60%-79.1pp | 42.32%-58.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,212 | $3,418-35.3% | $2,812-21.4% | $4,740-53.3% |
| Participant deferral / active EE | $3,351 | $5,238-36.0% | $4,426-24.3% | $6,400-47.6% |
| Admin fee / account holder | $640 | $6,944-90.8% | $5,425-88.2% | $11,426-94.4% |