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 | $82,786 | $56,199+47.3% | $67,652+22.4% | $59,632+38.8% |
| Participation rate | 86.8% | 71.5%+15.4pp | 75.7%+11.2pp | 68.7%+18.2pp |
| Annual return | -1.45% | 18505.31%-18506.8pp | 6625.04%-6626.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $3,132 | $1,614+94.0% | $2,266+38.2% | $2,203+42.2% |
| Participant deferral / active EE | $10,079 | $2,844+254.5% | $3,560+183.2% | $3,192+215.8% |
| Admin fee / account holder | $2,538 | $3,958-35.9% | $4,821-47.4% | $4,297-40.9% |