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 | $81,918 | $56,199+45.8% | $67,652+21.1% | $59,632+37.4% |
| Participation rate | 80.0% | 71.5%+8.5pp | 75.7%+4.3pp | 68.7%+11.3pp |
| Annual return | 0.03% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,927 | $1,614+19.3% | $2,266-15.0% | $2,203-12.5% |
| Participant deferral / active EE | $4,054 | $2,844+42.6% | $3,560+13.9% | $3,192+27.0% |
| Admin fee / account holder | $1,334 | $3,958-66.3% | $4,821-72.3% | $4,297-69.0% |