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 | $82,059 | $57,354+43.1% | $83,848-2.1% | $64,186+27.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -1.93% | 11.38%-13.3pp | 850.88%-852.8pp | 7.63%-9.6pp |
| Employer contribution / active EE | $894 | $2,545-64.9% | $3,631-75.4% | $2,381-62.4% |
| Participant deferral / active EE | $2,801 | $2,993-6.4% | $4,082-31.4% | $3,470-19.3% |
| Admin fee / account holder | $15,298 | $4,046+278.1% | $5,478+179.3% | $4,888+213.0% |