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 | $67,865 | $56,199+20.8% | $67,652+0.3% | $59,632+13.8% |
| Participation rate | 82.1% | 71.5%+10.7pp | 75.7%+6.5pp | 68.7%+13.5pp |
| Annual return | -0.79% | 18505.31%-18506.1pp | 6625.04%-6625.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,188 | $1,614+35.5% | $2,266-3.4% | $2,203-0.7% |
| Participant deferral / active EE | $4,926 | $2,844+73.2% | $3,560+38.4% | $3,192+54.4% |
| Admin fee / account holder | $3,443 | $3,958-13.0% | $4,821-28.6% | $4,297-19.9% |