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 | $85,264 | $55,706+53.1% | $75,886+12.4% | $72,985+16.8% |
| Participation rate | 86.7% | 61.1%+25.5pp | 69.3%+17.4pp | 69.5%+17.2pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,639 | $1,687+115.8% | $2,500+45.5% | $2,440+49.2% |
| Participant deferral / active EE | $1,820 | $2,634-30.9% | $3,603-49.5% | $3,607-49.6% |
| Admin fee / account holder | $2,151 | $3,978-45.9% | $5,418-60.3% | $5,124-58.0% |