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 | $88,012 | $56,199+56.6% | $67,652+30.1% | $59,632+47.6% |
| Participation rate | 70.0% | 71.5%-1.5pp | 75.7%-5.7pp | 68.7%+1.3pp |
| Annual return | -1.74% | 18505.31%-18507.0pp | 6625.04%-6626.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,470 | $1,614-9.0% | $2,266-35.1% | $2,203-33.3% |
| Participant deferral / active EE | $3,456 | $2,844+21.5% | $3,560-2.9% | $3,192+8.3% |
| Admin fee / account holder | $4,730 | $3,958+19.5% | $4,821-1.9% | $4,297+10.1% |