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 | $38,547 | $68,346-43.6% | $94,646-59.3% | $75,163-48.7% |
| Participation rate | 91.2% | 76.1%+15.1pp | 80.8%+10.3pp | 67.2%+24.0pp |
| Annual return | 0.00% | 616.93%-616.9pp | 156.71%-156.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $607 | $2,701-77.5% | $3,672-83.5% | $2,670-77.3% |
| Participant deferral / active EE | $4,774 | $6,537-27.0% | $7,418-35.6% | $4,125+15.7% |
| Admin fee / account holder | $2,533 | $5,326-52.4% | $7,231-65.0% | $5,651-55.2% |