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 | $73,206 | $45,566+60.7% | $64,105+14.2% | $59,632+22.8% |
| Participation rate | 76.6% | 60.2%+16.4pp | 68.2%+8.4pp | 68.7%+7.9pp |
| Annual return | -0.34% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,285 | $934+37.6% | $1,820-29.4% | $2,203-41.7% |
| Participant deferral / active EE | $3,939 | $2,057+91.5% | $2,822+39.6% | $3,192+23.4% |
| Admin fee / account holder | $9,828 | $3,268+200.8% | $4,499+118.4% | $4,297+128.7% |