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 | $47,046 | $71,883-34.6% | $86,677-45.7% | $68,494-31.3% |
| Participation rate | 89.2% | 72.2%+17.0pp | 76.6%+12.6pp | 67.9%+21.3pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,271 | $2,173+4.5% | $2,836-19.9% | $2,596-12.5% |
| Participant deferral / active EE | $5,646 | $3,779+49.4% | $4,656+21.3% | $4,027+40.2% |
| Admin fee / account holder | $8,988 | $6,112+47.1% | $7,493+19.9% | $5,403+66.4% |