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 | $16,972 | $59,107-71.3% | $86,436-80.4% | $68,494-75.2% |
| Participation rate | 85.2% | 75.2%+9.9pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $5,988 | $2,519+137.7% | $3,769+58.9% | $2,596+130.7% |
| Participant deferral / active EE | $14,590 | $5,901+147.2% | $6,952+109.9% | $4,027+262.3% |
| Admin fee / account holder | $1,244 | $5,637-77.9% | $6,731-81.5% | $5,403-77.0% |