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 | $27,833 | $54,229-48.7% | $70,092-60.3% | $68,494-59.4% |
| Participation rate | 92.6% | 64.5%+28.1pp | 70.5%+22.1pp | 67.9%+24.7pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,655 | $2,018+81.1% | $2,559+42.8% | $2,596+40.8% |
| Participant deferral / active EE | $2,130 | $2,956-27.9% | $3,849-44.7% | $4,027-47.1% |
| Admin fee / account holder | $730 | $4,694-84.4% | $6,267-88.3% | $5,403-86.5% |