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 8-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 | $76,567 | $56,199+36.2% | $67,652+13.2% | $59,632+28.4% |
| Participation rate | 78.9% | 71.5%+7.5pp | 75.7%+3.3pp | 68.7%+10.3pp |
| Annual return | -1.52% | 18505.31%-18506.8pp | 6625.04%-6626.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,807 | $1,614+11.9% | $2,266-20.2% | $2,203-18.0% |
| Participant deferral / active EE | $5,668 | $2,844+99.3% | $3,560+59.2% | $3,192+77.6% |
| Admin fee / account holder | $3,547 | $3,958-10.4% | $4,821-26.4% | $4,297-17.5% |