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 | $57,474 | $40,256+42.8% | $57,343+0.2% | $59,632-3.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.22% | 27.49%-27.7pp | 24.39%-24.6pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $4,828 | $1,922+151.2% | $2,689+79.6% | $2,203+119.2% |
| Participant deferral / active EE | $1,825 | $2,399-23.9% | $3,162-42.3% | $3,192-42.8% |
| Admin fee / account holder | $6,403 | $2,818+127.3% | $3,356+90.8% | $4,297+49.0% |