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 | $42,457 | $56,199-24.5% | $67,652-37.2% | $59,632-28.8% |
| Participation rate | 86.2% | 71.5%+14.7pp | 75.7%+10.5pp | 68.7%+17.5pp |
| Annual return | 0.99% | 18505.31%-18504.3pp | 6625.04%-6624.0pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $2,526 | $1,614+56.4% | $2,266+11.5% | $2,203+14.7% |
| Participant deferral / active EE | $1,264 | $2,844-55.5% | $3,560-64.5% | $3,192-60.4% |
| Admin fee / account holder | $2,525 | $3,958-36.2% | $4,821-47.6% | $4,297-41.2% |