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 5-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 | $43,789 | $56,199-22.1% | $67,652-35.3% | $59,632-26.6% |
| Participation rate | 95.2% | 71.5%+23.8pp | 75.7%+19.6pp | 68.7%+26.6pp |
| Annual return | -2.07% | 18505.31%-18507.4pp | 6625.04%-6627.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $3,542 | $1,614+119.4% | $2,266+56.3% | $2,203+60.8% |
| Participant deferral / active EE | $3,024 | $2,844+6.3% | $3,560-15.0% | $3,192-5.2% |
| Admin fee / account holder | $505 | $3,958-87.2% | $4,821-89.5% | $4,297-88.3% |