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 6-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 | $18,139 | $93,024-80.5% | $77,024-76.4% | $134,475-86.5% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -19.94% | 62.60%-82.5pp | 42.32%-62.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,583 | $3,418-24.4% | $2,812-8.2% | $4,740-45.5% |
| Participant deferral / active EE | $7,740 | $5,238+47.8% | $4,426+74.9% | $6,400+20.9% |
| Admin fee / account holder | $951 | $6,944-86.3% | $5,425-82.5% | $11,426-91.7% |