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 | $92,361 | $45,566+102.7% | $64,105+44.1% | $59,632+54.9% |
| Participation rate | 96.4% | 60.2%+36.3pp | 68.2%+28.3pp | 68.7%+27.8pp |
| Annual return | 0.18% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $2,911 | $934+211.6% | $1,820+59.9% | $2,203+32.2% |
| Participant deferral / active EE | $3,481 | $2,057+69.2% | $2,822+23.4% | $3,192+9.1% |
| Admin fee / account holder | $621 | $3,268-81.0% | $4,499-86.2% | $4,297-85.6% |