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 | $63,140 | $52,681+19.9% | $75,781-16.7% | $59,632+5.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.20% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $9,116 | $2,193+315.6% | $3,323+174.3% | $2,203+313.9% |
| Participant deferral / active EE | $3,637 | $2,591+40.4% | $3,651-0.4% | $3,192+14.0% |
| Admin fee / account holder | $5,220 | $3,610+44.6% | $5,299-1.5% | $4,297+21.5% |