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 | $55,029 | $45,152+21.9% | $73,843-25.5% | $59,632-7.7% |
| Participation rate | 97.3% | 64.0%+33.3pp | 73.4%+23.9pp | 68.7%+28.6pp |
| Annual return | -0.46% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $3,977 | $1,902+109.1% | $2,787+42.7% | $2,203+80.6% |
| Participant deferral / active EE | $2,702 | $2,574+5.0% | $3,583-24.6% | $3,192-15.3% |
| Admin fee / account holder | $8,907 | $3,516+153.3% | $4,880+82.5% | $4,297+107.3% |