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 7-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 | $40,542 | $89,355-54.6% | $141,162-71.3% | $72,985-44.5% |
| Participation rate | 81.8% | 75.1%+6.7pp | 82.5%-0.7pp | 69.5%+12.3pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $4,081 | $3,114+31.0% | $4,735-13.8% | $2,440+67.3% |
| Participant deferral / active EE | $7,559 | $5,418+39.5% | $6,709+12.7% | $3,607+109.5% |
| Admin fee / account holder | $440 | $5,958-92.6% | $10,261-95.7% | $5,124-91.4% |