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 8-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 | $35,526 | $92,222-61.5% | $76,768-53.7% | $135,375-73.8% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,873 | $3,216-41.7% | $2,485-24.6% | $4,779-60.8% |
| Participant deferral / active EE | $4,616 | $4,509+2.4% | $3,852+19.8% | $5,609-17.7% |
| Admin fee / account holder | $345 | $10,748-96.8% | $6,675-94.8% | $10,827-96.8% |