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 | $118,934 | $56,199+111.6% | $67,652+75.8% | $59,632+99.4% |
| Participation rate | 93.8% | 71.5%+22.3pp | 75.7%+18.1pp | 68.7%+25.1pp |
| Annual return | -0.39% | 18505.31%-18505.7pp | 6625.04%-6625.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $3,408 | $1,614+111.1% | $2,266+50.4% | $2,203+54.7% |
| Participant deferral / active EE | $2,656 | $2,844-6.6% | $3,560-25.4% | $3,192-16.8% |
| Admin fee / account holder | $3,601 | $3,958-9.0% | $4,821-25.3% | $4,297-16.2% |