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 | $12,287 | $106,515-88.5% | $96,683-87.3% | $139,434-91.2% |
| Participation rate | 79.2% | 77.8%+1.3pp | 74.3%+4.8pp | 80.3%-1.2pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,306 | $4,103-43.8% | $3,737-38.3% | $4,751-51.5% |
| Participant deferral / active EE | $3,365 | $5,454-38.3% | $4,878-31.0% | $6,710-49.9% |
| Admin fee / account holder | $567 | $7,877-92.8% | $6,730-91.6% | $11,403-95.0% |