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 | $59,968 | $45,863+30.8% | $77,024-22.1% | $68,494-12.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -13.69% | 1.72%-15.4pp | 42.32%-56.0pp | -7.84%-5.9pp |
| Employer contribution / active EE | $5,927 | $1,650+259.3% | $2,812+110.7% | $2,596+128.3% |
| Participant deferral / active EE | $4,862 | $2,962+64.1% | $4,426+9.8% | $4,027+20.7% |
| Admin fee / account holder | $6,974 | $3,041+129.4% | $5,425+28.5% | $5,403+29.1% |