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 9-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 | $43,125 | $77,813-44.6% | $123,544-65.1% | $64,186-32.8% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.3%+12.8pp | 69.6%+25.6pp |
| Annual return | -5.00% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,364 | $3,014-54.7% | $4,628-70.5% | $2,381-42.7% |
| Participant deferral / active EE | $2,934 | $5,240-44.0% | $6,426-54.3% | $3,470-15.4% |
| Admin fee / account holder | $5,308 | $5,519-3.8% | $9,284-42.8% | $4,888+8.6% |