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 | $21,296 | $95,193-77.6% | $76,523-72.2% | $135,375-84.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -10.27% | 4.85%-15.1pp | -0.27%-10.0pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,845 | $3,302-44.1% | $2,647-30.3% | $4,779-61.4% |
| Participant deferral / active EE | $3,025 | $4,639-34.8% | $3,835-21.1% | $5,609-46.1% |
| Admin fee / account holder | $1,817 | $6,249-70.9% | $4,848-62.5% | $10,827-83.2% |