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 | $86,813 | $113,935-23.8% | $94,224-7.9% | $125,391-30.8% |
| Participation rate | 93.3% | 82.9%+10.4pp | 78.8%+14.6pp | 83.2%+10.1pp |
| Annual return | -1.64% | 5.29%-6.9pp | 10.68%-12.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $845 | $4,727-82.1% | $3,587-76.4% | $4,866-82.6% |
| Participant deferral / active EE | $3,399 | $5,179-34.4% | $4,320-21.3% | $5,352-36.5% |
| Admin fee / account holder | $14,535 | $8,391+73.2% | $6,269+131.9% | $9,540+52.4% |