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 | $7,955 | $51,175-84.5% | $70,515-88.7% | $75,163-89.4% |
| Participation rate | 92.0% | 60.9%+31.1pp | 68.3%+23.7pp | 67.2%+24.8pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,525 | $1,826+93.0% | $2,973+18.5% | $2,670+32.0% |
| Participant deferral / active EE | $5,459 | $2,849+91.6% | $4,567+19.5% | $4,125+32.3% |
| Admin fee / account holder | $442 | $4,091-89.2% | $6,412-93.1% | $5,651-92.2% |