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 7-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 | $54,428 | $57,354-5.1% | $83,848-35.1% | $64,186-15.2% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.2pp | 69.6%+28.8pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $44,032 | $2,545+1629.9% | $3,631+1112.7% | $2,381+1749.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,798 | $4,046-6.1% | $5,478-30.7% | $4,888-22.3% |