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 4-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 | $80,342 | $86,286-6.9% | $111,297-27.8% | $85,850-6.4% |
| Participation rate | 74.7% | 73.3%+1.4pp | 77.3%-2.6pp | 69.3%+5.4pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,794 | $2,043-12.2% | $2,731-34.3% | $2,565-30.1% |
| Participant deferral / active EE | $3,586 | $3,641-1.5% | $4,487-20.1% | $3,952-9.2% |
| Admin fee / account holder | $1,911 | $8,188-76.7% | $7,964-76.0% | $6,260-69.5% |