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 | $55,863 | $57,354-2.6% | $83,848-33.4% | $64,186-13.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 1.16% | 11.38%-10.2pp | 850.88%-849.7pp | 7.63%-6.5pp |
| Employer contribution / active EE | $3,755 | $2,545+47.5% | $3,631+3.4% | $2,381+57.7% |
| Participant deferral / active EE | $4,607 | $2,993+53.9% | $4,082+12.9% | $3,470+32.8% |
| Admin fee / account holder | $1,198 | $4,046-70.4% | $5,478-78.1% | $4,888-75.5% |