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 | $38,430 | $56,199-31.6% | $67,652-43.2% | $59,632-35.6% |
| Participation rate | 91.4% | 71.5%+20.0pp | 75.7%+15.8pp | 68.7%+22.8pp |
| Annual return | -0.94% | 18505.31%-18506.2pp | 6625.04%-6626.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,065 | $1,614-34.0% | $2,266-53.0% | $2,203-51.7% |
| Participant deferral / active EE | $6,593 | $2,844+131.8% | $3,560+85.2% | $3,192+106.6% |
| Admin fee / account holder | $6,459 | $3,958+63.2% | $4,821+34.0% | $4,297+50.3% |