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 | $61,419 | $57,354+7.1% | $83,848-26.7% | $64,186-4.3% |
| Participation rate | 80.4% | 68.6%+11.7pp | 76.1%+4.2pp | 69.6%+10.8pp |
| Annual return | -2.50% | 11.38%-13.9pp | 850.88%-853.4pp | 7.63%-10.1pp |
| Employer contribution / active EE | $8,934 | $2,545+251.0% | $3,631+146.1% | $2,381+275.2% |
| Participant deferral / active EE | $4,822 | $2,993+61.1% | $4,082+18.1% | $3,470+39.0% |
| Admin fee / account holder | $1,000 | $4,046-75.3% | $5,478-81.7% | $4,888-79.5% |