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 | $61,135 | $57,354+6.6% | $83,848-27.1% | $64,186-4.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.57% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,030 | $2,545+19.1% | $3,631-16.5% | $2,381+27.3% |
| Participant deferral / active EE | $6,398 | $2,993+113.8% | $4,082+56.8% | $3,470+84.4% |
| Admin fee / account holder | $3,369 | $4,046-16.7% | $5,478-38.5% | $4,888-31.1% |