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 5-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 | $30,739 | $158,817-80.6% | $121,196-74.6% | $135,375-77.3% |
| Participation rate | 95.2% | 79.3%+15.9pp | 71.7%+23.5pp | 82.6%+12.6pp |
| Annual return | -3.54% | -0.64%-2.9pp | 16.93%-20.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,931 | $5,665-48.3% | $4,022-27.1% | $4,779-38.7% |
| Participant deferral / active EE | $6,044 | $4,005+50.9% | $3,344+80.7% | $5,609+7.8% |
| Admin fee / account holder | $4,312 | $6,512-33.8% | $5,019-14.1% | $10,827-60.2% |