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 | $57,315 | $80,968-29.2% | $96,544-40.6% | $75,163-23.7% |
| Participation rate | 74.2% | 71.8%+2.4pp | 76.0%-1.8pp | 67.2%+7.0pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $973 | $2,282-57.4% | $2,965-67.2% | $2,670-63.6% |
| Participant deferral / active EE | $2,102 | $3,928-46.5% | $4,851-56.7% | $4,125-49.1% |
| Admin fee / account holder | $682 | $6,724-89.9% | $8,252-91.7% | $5,651-87.9% |