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 | $64,050 | $82,032-21.9% | $123,104-48.0% | $59,632+7.4% |
| Participation rate | 96.0% | 83.2%+12.8pp | 86.8%+9.2pp | 68.7%+27.3pp |
| Annual return | -0.26% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,946 | $3,297-41.0% | $5,151-62.2% | $2,203-11.6% |
| Participant deferral / active EE | $2,230 | $4,667-52.2% | $6,230-64.2% | $3,192-30.1% |
| Admin fee / account holder | $16,307 | $5,881+177.3% | $9,015+80.9% | $4,297+279.5% |