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 | $63,319 | $56,199+12.7% | $67,652-6.4% | $59,632+6.2% |
| Participation rate | 87.8% | 71.5%+16.4pp | 75.7%+12.2pp | 68.7%+19.2pp |
| Annual return | 0.77% | 18505.31%-18504.5pp | 6625.04%-6624.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,871 | $1,614+15.9% | $2,266-17.4% | $2,203-15.1% |
| Participant deferral / active EE | $3,305 | $2,844+16.2% | $3,560-7.2% | $3,192+3.6% |
| Admin fee / account holder | $2,046 | $3,958-48.3% | $4,821-57.6% | $4,297-52.4% |