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 | $80,549 | $56,199+43.3% | $67,652+19.1% | $59,632+35.1% |
| Participation rate | 96.5% | 71.5%+25.0pp | 75.7%+20.8pp | 68.7%+27.8pp |
| Annual return | -2.13% | 18505.31%-18507.4pp | 6625.04%-6627.2pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,297 | $1,614-19.7% | $2,266-42.8% | $2,203-41.1% |
| Participant deferral / active EE | $4,094 | $2,844+44.0% | $3,560+15.0% | $3,192+28.3% |
| Admin fee / account holder | $1,632 | $3,958-58.8% | $4,821-66.2% | $4,297-62.0% |