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 | $69,139 | $56,199+23.0% | $67,652+2.2% | $59,632+15.9% |
| Participation rate | 82.2% | 71.5%+10.7pp | 75.7%+6.5pp | 68.7%+13.5pp |
| Annual return | 1.58% | 18505.31%-18503.7pp | 6625.04%-6623.5pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $698 | $1,614-56.8% | $2,266-69.2% | $2,203-68.3% |
| Participant deferral / active EE | $2,322 | $2,844-18.3% | $3,560-34.8% | $3,192-27.2% |
| Admin fee / account holder | $1,328 | $3,958-66.5% | $4,821-72.5% | $4,297-69.1% |