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 | $64,988 | $82,664-21.4% | $125,339-48.2% | $68,494-5.1% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $5,984 | $3,381+77.0% | $4,814+24.3% | $2,596+130.5% |
| Participant deferral / active EE | $3,409 | $6,110-44.2% | $7,446-54.2% | $4,027-15.3% |
| Admin fee / account holder | $5,429 | $6,275-13.5% | $10,010-45.8% | $5,403+0.5% |