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 | $34,018 | $58,512-41.9% | $84,015-59.5% | $72,985-53.4% |
| Participation rate | 87.9% | 61.2%+26.7pp | 69.0%+18.9pp | 69.5%+18.4pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,937 | $1,163+66.6% | $1,983-2.3% | $2,440-20.6% |
| Participant deferral / active EE | $4,503 | $2,394+88.1% | $3,239+39.0% | $3,607+24.8% |
| Admin fee / account holder | $4,085 | $4,569-10.6% | $6,101-33.0% | $5,124-20.3% |