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 | $57,355 | $52,681+8.9% | $75,781-24.3% | $59,632-3.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 10.84% | 2.95%+7.9pp | 9.68%+1.2pp | 2041.28%-2030.4pp |
| Employer contribution / active EE | $6,142 | $2,193+180.0% | $3,323+84.8% | $2,203+178.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,448 | $3,610-59.9% | $5,299-72.7% | $4,297-66.3% |