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 | $34,576 | $56,199-38.5% | $67,652-48.9% | $59,632-42.0% |
| Participation rate | 84.0% | 71.5%+12.5pp | 75.7%+8.3pp | 68.7%+15.3pp |
| Annual return | -0.33% | 18505.31%-18505.6pp | 6625.04%-6625.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,255 | $1,614+39.7% | $2,266-0.4% | $2,203+2.4% |
| Participant deferral / active EE | $4,245 | $2,844+49.3% | $3,560+19.2% | $3,192+33.0% |
| Admin fee / account holder | $1,234 | $3,958-68.8% | $4,821-74.4% | $4,297-71.3% |