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 6-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 | $30,933 | $58,512-47.1% | $84,015-63.2% | $72,985-57.6% |
| Participation rate | 86.8% | 61.2%+25.6pp | 69.0%+17.8pp | 69.5%+17.4pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,374 | $1,163+18.1% | $1,983-30.7% | $2,440-43.7% |
| Participant deferral / active EE | $4,100 | $2,394+71.3% | $3,239+26.6% | $3,607+13.7% |
| Admin fee / account holder | $656 | $4,569-85.6% | $6,101-89.2% | $5,124-87.2% |