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 3-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 | $47,092 | $148,978-68.4% | $200,582-76.5% | $84,808-44.5% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 0.00% | 28.16%-28.2pp | 42.33%-42.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $3,034 | $4,815-37.0% | $6,419-52.7% | $2,631+15.3% |
| Participant deferral / active EE | $4,190 | $7,142-41.3% | $9,331-55.1% | $4,212-0.5% |
| Admin fee / account holder | $1,927 | $13,977-86.2% | $16,305-88.2% | $7,344-73.8% |