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 | $78,502 | $56,199+39.7% | $67,652+16.0% | $59,632+31.6% |
| Participation rate | 93.9% | 71.5%+22.5pp | 75.7%+18.3pp | 68.7%+25.3pp |
| Annual return | -2.00% | 18505.31%-18507.3pp | 6625.04%-6627.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $2,238 | $1,614+38.6% | $2,266-1.2% | $2,203+1.6% |
| Participant deferral / active EE | $4,856 | $2,844+70.8% | $3,560+36.4% | $3,192+52.1% |
| Admin fee / account holder | $20,926 | $3,958+428.6% | $4,821+334.1% | $4,297+387.0% |