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 | $54,287 | $54,320-0.1% | $67,652-19.8% | $52,331+3.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 1.44% | 6.81%-5.4pp | 6625.04%-6623.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2,490 | $1,544+61.3% | $2,266+9.9% | $1,882+32.3% |
| Participant deferral / active EE | $2,895 | $2,950-1.9% | $3,560-18.7% | $3,022-4.2% |
| Admin fee / account holder | $1,006 | $527+91.1% | $4,821-79.1% | $592+70.1% |