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 | $60,468 | $45,152+33.9% | $73,843-18.1% | $59,632+1.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.15% | 27.40%-27.2pp | 2267.84%-2267.7pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $7,206 | $1,902+278.9% | $2,787+158.5% | $2,203+227.2% |
| Participant deferral / active EE | $5,554 | $2,574+115.8% | $3,583+55.0% | $3,192+74.0% |
| Admin fee / account holder | $678 | $3,516-80.7% | $4,880-86.1% | $4,297-84.2% |