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 4-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 | $44,453 | $54,350-18.2% | $82,719-46.3% | $68,494-35.1% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,074 | $2,218-6.5% | $3,009-31.1% | $2,596-20.1% |
| Participant deferral / active EE | $4,453 | $3,246+37.2% | $4,395+1.3% | $4,027+10.6% |
| Admin fee / account holder | $3,143 | $4,395-28.5% | $5,329-41.0% | $5,403-41.8% |