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 | $21,694 | $106,543-79.6% | $91,220-76.2% | $134,475-83.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -14.98% | 160.60%-175.6pp | 114.01%-129.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,615 | $3,331-51.5% | $2,850-43.3% | $4,740-65.9% |
| Participant deferral / active EE | $4,322 | $4,719-8.4% | $4,234+2.1% | $6,400-32.5% |
| Admin fee / account holder | $461 | $6,231-92.6% | $5,420-91.5% | $11,426-96.0% |