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 | $46,238 | $86,699-46.7% | $73,307-36.9% | $125,391-63.1% |
| Participation rate | 95.2% | 78.6%+16.6pp | 74.9%+20.3pp | 83.2%+12.0pp |
| Annual return | -2.08% | 2.78%-4.9pp | 5.67%-7.8pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,401 | $4,152-18.1% | $3,237+5.1% | $4,866-30.1% |
| Participant deferral / active EE | $9,337 | $5,550+68.2% | $4,991+87.1% | $5,352+74.5% |
| Admin fee / account holder | $8,857 | $7,771+14.0% | $5,637+57.1% | $9,540-7.2% |