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 8-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 | $106,013 | $63,355+67.3% | $91,989+15.2% | $72,985+45.3% |
| Participation rate | 92.9% | 72.5%+20.3pp | 78.6%+14.2pp | 69.5%+23.4pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,393 | $2,116+60.4% | $3,452-1.7% | $2,440+39.1% |
| Participant deferral / active EE | $7,672 | $4,883+57.1% | $5,923+29.5% | $3,607+112.7% |
| Admin fee / account holder | $18,367 | $4,668+293.5% | $7,743+137.2% | $5,124+258.4% |