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 4-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 | $32,020 | $113,935-71.9% | $94,224-66.0% | $125,391-74.5% |
| Participation rate | 76.5% | 82.9%-6.4pp | 78.8%-2.3pp | 83.2%-6.7pp |
| Annual return | -1.51% | 5.29%-6.8pp | 10.68%-12.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $3,294 | $4,727-30.3% | $3,587-8.2% | $4,866-32.3% |
| Participant deferral / active EE | $4,968 | $5,179-4.1% | $4,320+15.0% | $5,352-7.2% |
| Admin fee / account holder | $2,715 | $8,391-67.6% | $6,269-56.7% | $9,540-71.5% |