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 | $82,762 | $56,199+47.3% | $67,652+22.3% | $59,632+38.8% |
| Participation rate | 96.6% | 71.5%+25.1pp | 75.7%+20.9pp | 68.7%+27.9pp |
| Annual return | -0.15% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,181 | $1,614+35.1% | $2,266-3.7% | $2,203-1.0% |
| Participant deferral / active EE | $4,238 | $2,844+49.0% | $3,560+19.0% | $3,192+32.8% |
| Admin fee / account holder | $1,103 | $3,958-72.1% | $4,821-77.1% | $4,297-74.3% |