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 | $48,669 | $118,450-58.9% | $98,439-50.6% | $139,434-65.1% |
| Participation rate | 82.6% | 77.4%+5.2pp | 75.2%+7.4pp | 80.3%+2.3pp |
| Annual return | 0.00% | 18.94%-18.9pp | 21.16%-21.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,397 | $3,609-33.6% | $3,048-21.4% | $4,751-49.5% |
| Participant deferral / active EE | $5,934 | $5,392+10.1% | $4,738+25.2% | $6,710-11.6% |
| Admin fee / account holder | $890 | $14,026-93.7% | $8,948-90.1% | $11,403-92.2% |