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 | $34,120 | $56,199-39.3% | $67,652-49.6% | $59,632-42.8% |
| Participation rate | 72.4% | 71.5%+1.0pp | 75.7%-3.2pp | 68.7%+3.8pp |
| Annual return | 0.13% | 18505.31%-18505.2pp | 6625.04%-6624.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $2,207 | $1,614+36.7% | $2,266-2.6% | $2,203+0.2% |
| Participant deferral / active EE | $3,816 | $2,844+34.2% | $3,560+7.2% | $3,192+19.6% |
| Admin fee / account holder | $4,604 | $3,958+16.3% | $4,821-4.5% | $4,297+7.1% |