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 | $66,144 | $72,404-8.6% | $110,238-40.0% | $64,186+3.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.50% | -6.29%+14.8pp | 314.74%-306.2pp | 7.63%+0.9pp |
| Employer contribution / active EE | $1,000 | $2,282-56.2% | $3,826-73.9% | $2,381-58.0% |
| Participant deferral / active EE | $5,035 | $3,469+45.1% | $4,672+7.8% | $3,470+45.1% |
| Admin fee / account holder | $1,931 | $5,664-65.9% | $8,547-77.4% | $4,888-60.5% |