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 | $16,713 | $93,024-82.0% | $77,024-78.3% | $134,475-87.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.79% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,963 | $3,418+74.5% | $2,812+112.0% | $4,740+25.8% |
| Participant deferral / active EE | $9,519 | $5,238+81.7% | $4,426+115.0% | $6,400+48.7% |
| Admin fee / account holder | $758 | $6,944-89.1% | $5,425-86.0% | $11,426-93.4% |