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 | $11,177 | $73,867-84.9% | $143,757-92.2% | $68,494-83.7% |
| Participation rate | 87.2% | 66.7%+20.6pp | 80.3%+6.9pp | 67.9%+19.3pp |
| Annual return | 6665.33% | 1.01%+6664.3pp | -0.04%+6665.4pp | -7.84%+6673.2pp |
| Employer contribution / active EE | $3,187 | $3,184+0.1% | $4,951-35.6% | $2,596+22.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $976 | $5,755-83.0% | $14,673-93.3% | $5,403-81.9% |