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 | $69,321 | $76,000-8.8% | $154,107-55.0% | $64,186+8.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.99% | 30.32%-29.3pp | 735.12%-734.1pp | 7.63%-6.6pp |
| Employer contribution / active EE | $2,448 | $3,351-26.9% | $5,298-53.8% | $2,381+2.8% |
| Participant deferral / active EE | $5,932 | $3,175+86.8% | $5,081+16.8% | $3,470+71.0% |
| Admin fee / account holder | $2,049 | $5,596-63.4% | $13,411-84.7% | $4,888-58.1% |