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 3-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 | $19,597 | $69,207-71.7% | $64,056-69.4% | $139,434-85.9% |
| Participation rate | 81.3% | 75.6%+5.7pp | 72.3%+8.9pp | 80.3%+0.9pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,966 | $3,182-38.2% | $2,747-28.4% | $4,751-58.6% |
| Participant deferral / active EE | $3,101 | $4,682-33.8% | $3,880-20.1% | $6,710-53.8% |
| Admin fee / account holder | $1,518 | $4,244-64.2% | $3,068-50.5% | $11,403-86.7% |