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 6-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 | $57,911 | $72,277-19.9% | $101,248-42.8% | $79,858-27.5% |
| Participation rate | 91.4% | 68.5%+23.0pp | 75.8%+15.6pp | 69.6%+21.8pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,181 | $2,692-56.1% | $3,660-67.7% | $2,471-52.2% |
| Participant deferral / active EE | $4,575 | $3,282+39.4% | $4,370+4.7% | $3,740+22.3% |
| Admin fee / account holder | $19,511 | $4,400+343.4% | $5,945+228.2% | $5,306+267.7% |