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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,938 | $158,817-84.3% | $121,196-79.4% | $135,375-81.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.7%+11.6pp | 82.6%+0.7pp |
| Annual return | -8.38% | -0.64%-7.7pp | 16.93%-25.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,651 | $5,665-53.2% | $4,022-34.1% | $4,779-44.5% |
| Participant deferral / active EE | $3,840 | $4,005-4.1% | $3,344+14.8% | $5,609-31.5% |
| Admin fee / account holder | $818 | $6,512-87.4% | $5,019-83.7% | $10,827-92.4% |