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 7-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 | $23,751 | $31,109-23.7% | $67,711-64.9% | $52,331-54.6% |
| Participation rate | 86.2% | 54.0%+32.2pp | 67.5%+18.6pp | 68.1%+18.1pp |
| Annual return | 0.00% | 23.70%-23.7pp | 25.41%-25.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,007 | $1,076+86.6% | $2,559-21.6% | $1,882+6.7% |
| Participant deferral / active EE | $2,442 | $1,970+23.9% | $3,585-31.9% | $3,022-19.2% |
| Admin fee / account holder | $495 | $466+6.1% | $4,255-88.4% | $592-16.4% |