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 | $8,321 | $156,846-94.7% | $121,098-93.1% | $139,434-94.0% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,920 | $5,536-65.3% | $4,164-53.9% | $4,751-59.6% |
| Participant deferral / active EE | $2,039 | $4,844-57.9% | $4,080-50.0% | $6,710-69.6% |
| Admin fee / account holder | $529 | $6,946-92.4% | $5,644-90.6% | $11,403-95.4% |