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 | $22,401 | $133,958-83.3% | $112,228-80.0% | $134,475-83.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.94% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,181 | $4,038-21.2% | $3,635-12.5% | $4,740-32.9% |
| Participant deferral / active EE | $7,508 | $5,291+41.9% | $4,728+58.8% | $6,400+17.3% |
| Admin fee / account holder | $1,361 | $7,489-81.8% | $6,410-78.8% | $11,426-88.1% |