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 9-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 | $31,148 | $93,024-66.5% | $77,024-59.6% | $134,475-76.8% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -19.36% | 62.60%-82.0pp | 42.32%-61.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,835 | $3,418-46.3% | $2,812-34.8% | $4,740-61.3% |
| Participant deferral / active EE | $7,180 | $5,238+37.1% | $4,426+62.2% | $6,400+12.2% |
| Admin fee / account holder | $2,506 | $6,944-63.9% | $5,425-53.8% | $11,426-78.1% |