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 | $46,244 | $56,199-17.7% | $67,652-31.6% | $59,632-22.5% |
| Participation rate | 88.9% | 71.5%+17.4pp | 75.7%+13.2pp | 68.7%+20.2pp |
| Annual return | -0.21% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,670 | $1,614+65.4% | $2,266+17.8% | $2,203+21.2% |
| Participant deferral / active EE | $2,106 | $2,844-25.9% | $3,560-40.8% | $3,192-34.0% |
| Admin fee / account holder | $865 | $3,958-78.2% | $4,821-82.1% | $4,297-79.9% |