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 | $49,050 | $48,274+1.6% | $63,517-22.8% | $59,632-17.7% |
| Participation rate | 96.9% | 66.3%+30.6pp | 71.0%+25.8pp | 68.7%+28.2pp |
| Annual return | 1.07% | -240.79%+241.9pp | -70.30%+71.4pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $719 | $1,586-54.7% | $2,322-69.1% | $2,203-67.4% |
| Participant deferral / active EE | $3,736 | $2,343+59.5% | $2,953+26.5% | $3,192+17.1% |
| Admin fee / account holder | $2,966 | $3,600-17.6% | $5,892-49.7% | $4,297-31.0% |