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 3-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 | $26,754 | $93,571-71.4% | $135,903-80.3% | $75,163-64.4% |
| Participation rate | 75.3% | 75.2%+0.1pp | 81.9%-6.6pp | 67.2%+8.1pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,573 | $3,537-27.2% | $4,856-47.0% | $2,670-3.6% |
| Participant deferral / active EE | $7,201 | $6,404+12.4% | $7,758-7.2% | $4,125+74.6% |
| Admin fee / account holder | $2,744 | $6,975-60.7% | $10,762-74.5% | $5,651-51.4% |