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 | $58,576 | $45,566+28.6% | $64,105-8.6% | $59,632-1.8% |
| Participation rate | 95.5% | 60.2%+35.3pp | 68.2%+27.3pp | 68.7%+26.8pp |
| Annual return | 0.72% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,117 | $934+19.6% | $1,820-38.6% | $2,203-49.3% |
| Participant deferral / active EE | $2,918 | $2,057+41.9% | $2,822+3.4% | $3,192-8.6% |
| Admin fee / account holder | $1,407 | $3,268-56.9% | $4,499-68.7% | $4,297-67.2% |