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 | $21,598 | $48,230-55.2% | $67,502-68.0% | $80,856-73.3% |
| Participation rate | 97.7% | 66.4%+31.3pp | 72.9%+24.8pp | 67.6%+30.0pp |
| Annual return | 0.00% | 18.28%-18.3pp | 3512.12%-3512.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,358 | $2,020-32.8% | $2,731-50.3% | $2,755-50.7% |
| Participant deferral / active EE | $3,984 | $2,924+36.3% | $4,000-0.4% | $4,296-7.3% |
| Admin fee / account holder | $3,087 | $3,681-16.2% | $3,998-22.8% | $6,918-55.4% |