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 | $26,039 | $100,754-74.2% | $86,677-70.0% | $134,475-80.6% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -18.10% | 29.04%-47.1pp | 35.91%-54.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,404 | $3,489-2.4% | $2,836+20.0% | $4,740-28.2% |
| Participant deferral / active EE | $5,373 | $5,338+0.7% | $4,656+15.4% | $6,400-16.0% |
| Admin fee / account holder | $1,634 | $10,926-85.0% | $7,493-78.2% | $11,426-85.7% |