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 | $60,585 | $57,354+5.6% | $83,848-27.7% | $64,186-5.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.53% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $8,071 | $2,545+217.1% | $3,631+122.3% | $2,381+239.0% |
| Participant deferral / active EE | $3,418 | $2,993+14.2% | $4,082-16.3% | $3,470-1.5% |
| Admin fee / account holder | $546 | $4,046-86.5% | $5,478-90.0% | $4,888-88.8% |