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 | $19,697 | $48,046-59.0% | $84,611-76.7% | $72,985-73.0% |
| Participation rate | 93.5% | 57.6%+36.0pp | 68.2%+25.3pp | 69.5%+24.1pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,132 | $1,602+33.1% | $2,652-19.6% | $2,440-12.6% |
| Participant deferral / active EE | $4,876 | $2,680+81.9% | $3,899+25.1% | $3,607+35.2% |
| Admin fee / account holder | $517 | $3,395-84.8% | $4,912-89.5% | $5,124-89.9% |