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 | $73,242 | $56,199+30.3% | $67,652+8.3% | $59,632+22.8% |
| Participation rate | 84.8% | 71.5%+13.4pp | 75.7%+9.2pp | 68.7%+16.2pp |
| Annual return | -1.54% | 18505.31%-18506.8pp | 6625.04%-6626.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,269 | $1,614-21.4% | $2,266-44.0% | $2,203-42.4% |
| Participant deferral / active EE | $3,629 | $2,844+27.6% | $3,560+2.0% | $3,192+13.7% |
| Admin fee / account holder | $480 | $3,958-87.9% | $4,821-90.0% | $4,297-88.8% |