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 6-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 | $49,579 | $70,475-29.7% | $100,516-50.7% | $79,858-37.9% |
| Participation rate | 92.9% | 73.7%+19.2pp | 79.4%+13.5pp | 69.6%+23.2pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $326 | $2,165-85.0% | $3,418-90.5% | $2,471-86.8% |
| Participant deferral / active EE | $2,514 | $5,181-51.5% | $6,270-59.9% | $3,740-32.8% |
| Admin fee / account holder | $3,973 | $4,478-11.3% | $8,081-50.8% | $5,306-25.1% |