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 | $52,970 | $83,477-36.5% | $125,175-57.7% | $72,985-27.4% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.5%+10.5pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,766 | $2,345-24.7% | $3,865-54.3% | $2,440-27.6% |
| Participant deferral / active EE | $3,177 | $3,585-11.4% | $4,937-35.6% | $3,607-11.9% |
| Admin fee / account holder | $2,106 | $5,517-61.8% | $9,702-78.3% | $5,124-58.9% |