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 | $45,650 | $99,985-54.3% | $146,665-68.9% | $85,850-46.8% |
| Participation rate | 83.9% | 73.1%+10.8pp | 80.1%+3.8pp | 69.3%+14.6pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $679 | $2,559-73.5% | $4,136-83.6% | $2,565-73.5% |
| Participant deferral / active EE | $2,220 | $4,006-44.6% | $5,506-59.7% | $3,952-43.8% |
| Admin fee / account holder | $2,601 | $7,702-66.2% | $10,280-74.7% | $6,260-58.5% |