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 | $12,396 | $93,024-86.7% | $77,024-83.9% | $134,475-90.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.73% | 62.60%-83.3pp | 42.32%-63.0pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,863 | $3,418-45.5% | $2,812-33.7% | $4,740-60.7% |
| Participant deferral / active EE | $7,604 | $5,238+45.2% | $4,426+71.8% | $6,400+18.8% |
| Admin fee / account holder | $757 | $6,944-89.1% | $5,425-86.1% | $11,426-93.4% |