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 | $37,868 | $97,881-61.3% | $80,004-52.7% | $125,391-69.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 73.0%+14.5pp | 83.2%+4.3pp |
| Annual return | -2.23% | 9.36%-11.6pp | 7.63%-9.9pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,729 | $3,128-44.7% | $2,473-30.1% | $4,866-64.5% |
| Participant deferral / active EE | $5,280 | $3,744+41.0% | $3,204+64.8% | $5,352-1.3% |
| Admin fee / account holder | $875 | $6,278-86.1% | $5,033-82.6% | $9,540-90.8% |