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 7-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 | $96,231 | $56,199+71.2% | $67,652+42.2% | $59,632+61.4% |
| Participation rate | 85.2% | 71.5%+13.7pp | 75.7%+9.5pp | 68.7%+16.5pp |
| Annual return | -1.34% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,357 | $1,614+46.0% | $2,266+4.0% | $2,203+7.0% |
| Participant deferral / active EE | $4,273 | $2,844+50.3% | $3,560+20.0% | $3,192+33.9% |
| Admin fee / account holder | $909 | $3,958-77.0% | $4,821-81.1% | $4,297-78.8% |