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 5-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 | $37,109 | $45,283-18.1% | $155,790-76.2% | $52,331-29.1% |
| Participation rate | 83.2% | 62.2%+21.0pp | 76.1%+7.1pp | 68.1%+15.1pp |
| Annual return | -0.99% | 1.80%-2.8pp | 71.54%-72.5pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,309 | $1,329-1.5% | $3,836-65.9% | $1,882-30.4% |
| Participant deferral / active EE | $5,123 | $2,854+79.5% | $4,797+6.8% | $3,022+69.5% |
| Admin fee / account holder | $2,983 | $981+204.1% | $7,478-60.1% | $592+404.3% |