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 8-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 | $20,038 | $99,020-79.8% | $86,590-76.9% | $147,584-86.4% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,146 | $3,132-63.4% | $2,839-59.6% | $4,876-76.5% |
| Participant deferral / active EE | $1,647 | $3,972-58.5% | $3,609-54.4% | $5,439-69.7% |
| Admin fee / account holder | $2,063 | $5,710-63.9% | $4,906-57.9% | $10,885-81.0% |