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 | $34,515 | $63,346-45.5% | $92,233-62.6% | $70,131-50.8% |
| Participation rate | 89.2% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,357 | $2,471-4.6% | $3,679-35.9% | $2,342+0.6% |
| Participant deferral / active EE | $4,395 | $2,854+54.0% | $3,897+12.8% | $3,332+31.9% |
| Admin fee / account holder | $2,175 | $3,840-43.4% | $5,194-58.1% | $4,645-53.2% |