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 | $23,671 | $59,107-60.0% | $86,436-72.6% | $68,494-65.4% |
| Participation rate | 87.1% | 75.2%+11.9pp | 80.3%+6.8pp | 67.9%+19.2pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,077 | $2,519+22.1% | $3,769-18.4% | $2,596+18.5% |
| Participant deferral / active EE | $6,657 | $5,901+12.8% | $6,952-4.2% | $4,027+65.3% |
| Admin fee / account holder | $5,851 | $5,637+3.8% | $6,731-13.1% | $5,403+8.3% |