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 9-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 | $49,226 | $58,828-16.3% | $77,999-36.9% | $62,891-21.7% |
| Participation rate | 94.7% | 71.1%+23.6pp | 75.5%+19.1pp | 69.3%+25.4pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,676 | $1,672+0.3% | $2,470-32.1% | $2,281-26.5% |
| Participant deferral / active EE | $3,467 | $2,686+29.1% | $3,497-0.8% | $3,203+8.2% |
| Admin fee / account holder | $882 | $4,393-79.9% | $5,480-83.9% | $4,296-79.5% |