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 | $71,014 | $68,346+3.9% | $94,646-25.0% | $75,163-5.5% |
| Participation rate | 92.0% | 76.1%+15.9pp | 80.8%+11.2pp | 67.2%+24.8pp |
| Annual return | 0.00% | 616.93%-616.9pp | 156.71%-156.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,979 | $2,701+10.3% | $3,672-18.9% | $2,670+11.6% |
| Participant deferral / active EE | $5,436 | $6,537-16.8% | $7,418-26.7% | $4,125+31.8% |
| Admin fee / account holder | $518 | $5,326-90.3% | $7,231-92.8% | $5,651-90.8% |