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 | $66,286 | $75,828-12.6% | $147,614-55.1% | $59,632+11.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.17% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $5,776 | $3,485+65.8% | $5,564+3.8% | $2,203+162.2% |
| Participant deferral / active EE | $5,889 | $3,130+88.1% | $4,895+20.3% | $3,192+84.5% |
| Admin fee / account holder | $510 | $5,985-91.5% | $11,611-95.6% | $4,297-88.1% |