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 | $82,243 | $56,199+46.3% | $67,652+21.6% | $59,632+37.9% |
| Participation rate | 92.7% | 71.5%+21.2pp | 75.7%+17.0pp | 68.7%+24.0pp |
| Annual return | -2.32% | 18505.31%-18507.6pp | 6625.04%-6627.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $2,561 | $1,614+58.6% | $2,266+13.0% | $2,203+16.3% |
| Participant deferral / active EE | $3,103 | $2,844+9.1% | $3,560-12.8% | $3,192-2.8% |
| Admin fee / account holder | $1,351 | $3,958-65.9% | $4,821-72.0% | $4,297-68.6% |