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 | $63,057 | $75,828-16.8% | $147,614-57.3% | $59,632+5.7% |
| Participation rate | 75.0% | 71.6%+3.4pp | 84.6%-9.6pp | 68.7%+6.3pp |
| Annual return | 0.77% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $2,000 | $3,485-42.6% | $5,564-64.1% | $2,203-9.2% |
| Participant deferral / active EE | $3,069 | $3,130-2.0% | $4,895-37.3% | $3,192-3.8% |
| Admin fee / account holder | $3,169 | $5,985-47.1% | $11,611-72.7% | $4,297-26.3% |