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 | $29,246 | $45,863-36.2% | $77,024-62.0% | $68,494-57.3% |
| Participation rate | 90.5% | 55.9%+34.6pp | 67.9%+22.6pp | 67.9%+22.6pp |
| Annual return | -18.34% | 1.72%-20.1pp | 42.32%-60.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,934 | $1,650+17.2% | $2,812-31.2% | $2,596-25.5% |
| Participant deferral / active EE | $5,437 | $2,962+83.5% | $4,426+22.8% | $4,027+35.0% |
| Admin fee / account holder | $985 | $3,041-67.6% | $5,425-81.8% | $5,403-81.8% |