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 8-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 | $17,362 | $67,331-74.2% | $60,874-71.5% | $134,475-87.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.33% | 49.93%-65.3pp | 16.90%-32.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,511 | $3,096+13.4% | $2,701+30.0% | $4,740-25.9% |
| Participant deferral / active EE | $4,025 | $4,538-11.3% | $3,817+5.5% | $6,400-37.1% |
| Admin fee / account holder | $2,799 | $4,582-38.9% | $3,224-13.2% | $11,426-75.5% |