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 | $74,365 | $56,199+32.3% | $67,652+9.9% | $59,632+24.7% |
| Participation rate | 86.8% | 71.5%+15.4pp | 75.7%+11.2pp | 68.7%+18.2pp |
| Annual return | 0.89% | 18505.31%-18504.4pp | 6625.04%-6624.2pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $1,569 | $1,614-2.8% | $2,266-30.7% | $2,203-28.7% |
| Participant deferral / active EE | $3,810 | $2,844+34.0% | $3,560+7.0% | $3,192+19.4% |
| Admin fee / account holder | $5,779 | $3,958+46.0% | $4,821+19.9% | $4,297+34.5% |