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 | $88,094 | $56,199+56.8% | $67,652+30.2% | $59,632+47.7% |
| Participation rate | 79.5% | 71.5%+8.0pp | 75.7%+3.8pp | 68.7%+10.8pp |
| Annual return | 1.69% | 18505.31%-18503.6pp | 6625.04%-6623.3pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $1,609 | $1,614-0.3% | $2,266-29.0% | $2,203-26.9% |
| Participant deferral / active EE | $6,019 | $2,844+111.7% | $3,560+69.1% | $3,192+88.6% |
| Admin fee / account holder | $8,154 | $3,958+106.0% | $4,821+69.1% | $4,297+89.8% |