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 4-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 | $65,144 | $59,805+8.9% | $79,550-18.1% | $68,494-4.9% |
| Participation rate | 85.1% | 61.1%+24.1pp | 69.5%+15.6pp | 67.9%+17.2pp |
| Annual return | -5.79% | -12.30%+6.5pp | 0.16%-6.0pp | -7.84%+2.1pp |
| Employer contribution / active EE | $793 | $1,505-47.3% | $2,413-67.1% | $2,596-69.5% |
| Participant deferral / active EE | $1,450 | $3,024-52.0% | $3,985-63.6% | $4,027-64.0% |
| Admin fee / account holder | $6,511 | $4,835+34.7% | $6,832-4.7% | $5,403+20.5% |