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 | $36,510 | $91,538-60.1% | $129,995-71.9% | $75,163-51.4% |
| Participation rate | 93.1% | 71.4%+21.7pp | 78.5%+14.6pp | 67.2%+25.9pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,059 | $2,845-27.6% | $4,320-52.3% | $2,670-22.9% |
| Participant deferral / active EE | $6,119 | $4,341+41.0% | $5,820+5.1% | $4,125+48.3% |
| Admin fee / account holder | $678 | $6,790-90.0% | $10,614-93.6% | $5,651-88.0% |