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 9-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 | $57,153 | $101,069-43.5% | $81,478-29.9% | $147,584-61.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,089 | $3,205-34.8% | $2,568-18.7% | $4,876-57.2% |
| Participant deferral / active EE | $3,294 | $4,242-22.3% | $3,537-6.9% | $5,439-39.4% |
| Admin fee / account holder | $683 | $5,812-88.3% | $4,561-85.0% | $10,885-93.7% |