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 | $48,277-55.3% | $67,511-68.0% | $80,874-73.3% |
| Participation rate | 97.7% | 66.4%+31.3pp | 72.9%+24.8pp | 67.6%+30.0pp |
| Annual return | 0.00% | 18.27%-18.3pp | 3517.41%-3517.4pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,358 | $2,021-32.8% | $2,733-50.3% | $2,756-50.7% |
| Participant deferral / active EE | $3,984 | $2,926+36.2% | $4,000-0.4% | $4,297-7.3% |
| Admin fee / account holder | $3,087 | $3,687-16.3% | $3,999-22.8% | $6,935-55.5% |