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 | $85,918 | $56,199+52.9% | $67,652+27.0% | $59,632+44.1% |
| Participation rate | 78.1% | 71.5%+6.7pp | 75.7%+2.5pp | 68.7%+9.5pp |
| Annual return | -1.40% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,506 | $2,844+58.4% | $3,560+26.6% | $3,192+41.2% |
| Admin fee / account holder | $612 | $3,958-84.5% | $4,821-87.3% | $4,297-85.8% |