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 | $55,691 | $45,566+22.2% | $64,105-13.1% | $59,632-6.6% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.07% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,821 | $934+202.0% | $1,820+55.0% | $2,203+28.1% |
| Participant deferral / active EE | $2,496 | $2,057+21.3% | $2,822-11.6% | $3,192-21.8% |
| Admin fee / account holder | $553 | $3,268-83.1% | $4,499-87.7% | $4,297-87.1% |