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 | $66,283 | $56,199+17.9% | $67,652-2.0% | $59,632+11.2% |
| Participation rate | 96.8% | 71.5%+25.3pp | 75.7%+21.1pp | 68.7%+28.1pp |
| Annual return | 0.70% | 18505.31%-18504.6pp | 6625.04%-6624.3pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,759 | $1,614+70.9% | $2,266+21.8% | $2,203+25.3% |
| Participant deferral / active EE | $4,366 | $2,844+53.5% | $3,560+22.6% | $3,192+36.8% |
| Admin fee / account holder | $1,080 | $3,958-72.7% | $4,821-77.6% | $4,297-74.9% |