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 | $44,993 | $70,475-36.2% | $100,516-55.2% | $79,858-43.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $8,179 | $2,165+277.9% | $3,418+139.3% | $2,471+231.0% |
| Participant deferral / active EE | $13,091 | $5,181+152.7% | $6,270+108.8% | $3,740+250.0% |
| Admin fee / account holder | $990 | $4,478-77.9% | $8,081-87.8% | $5,306-81.3% |