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 10-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,441 | $49,451-42.5% | $79,550-64.2% | $66,914-57.5% |
| Participation rate | 95.7% | 61.3%+34.4pp | 69.5%+26.2pp | 69.8%+25.9pp |
| Annual return | -12.08% | 84.25%-96.3pp | 0.16%-12.2pp | 1.58%-13.7pp |
| Employer contribution / active EE | $1,445 | $1,266+14.2% | $2,413-40.1% | $2,544-43.2% |
| Participant deferral / active EE | $1,972 | $3,159-37.6% | $3,985-50.5% | $4,237-53.5% |
| Admin fee / account holder | $332 | $595-44.1% | $6,832-95.1% | $593-44.0% |