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 7-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 | $9,955 | $45,863-78.3% | $77,024-87.1% | $68,494-85.5% |
| Participation rate | 89.7% | 55.9%+33.8pp | 67.9%+21.8pp | 67.9%+21.9pp |
| Annual return | -19.78% | 1.72%-21.5pp | 42.32%-62.1pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,642 | $1,650-0.5% | $2,812-41.6% | $2,596-36.8% |
| Participant deferral / active EE | $3,019 | $2,962+1.9% | $4,426-31.8% | $4,027-25.0% |
| Admin fee / account holder | $519 | $3,041-82.9% | $5,425-90.4% | $5,403-90.4% |