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 | $54,292 | $63,703-14.8% | $93,063-41.7% | $82,448-34.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 17.45% | -775.43%+792.9pp | 34.15%-16.7pp | 41.64%-24.2pp |
| Employer contribution / active EE | $505 | $1,729-70.8% | $2,476-79.6% | $2,551-80.2% |
| Participant deferral / active EE | $4,603 | $2,919+57.7% | $3,958+16.3% | $4,139+11.2% |
| Admin fee / account holder | $7,561 | $5,982+26.4% | $6,033+25.3% | $7,234+4.5% |