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 | $81,316 | $45,152+80.1% | $73,843+10.1% | $59,632+36.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.57% | 27.40%-26.8pp | 2267.84%-2267.3pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $656 | $1,902-65.5% | $2,787-76.5% | $2,203-70.2% |
| Participant deferral / active EE | $3,517 | $2,574+36.6% | $3,583-1.8% | $3,192+10.2% |
| Admin fee / account holder | $1,077 | $3,516-69.4% | $4,880-77.9% | $4,297-74.9% |