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 10-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 | $87,063 | $75,828+14.8% | $147,614-41.0% | $59,632+46.0% |
| Participation rate | 88.9% | 71.6%+17.3pp | 84.6%+4.3pp | 68.7%+20.2pp |
| Annual return | 1.48% | 0.37%+1.1pp | 61.98%-60.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $1,996 | $3,485-42.7% | $5,564-64.1% | $2,203-9.4% |
| Participant deferral / active EE | $3,968 | $3,130+26.8% | $4,895-18.9% | $3,192+24.3% |
| Admin fee / account holder | $7,620 | $5,985+27.3% | $11,611-34.4% | $4,297+77.3% |