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 | $140,936 | $144,119-2.2% | $117,854+19.6% | $147,584-4.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.26% | 531.15%-510.9pp | 335.08%-314.8pp | 578.55%-558.3pp |
| Employer contribution / active EE | $945 | $4,896-80.7% | $3,786-75.0% | $4,876-80.6% |
| Participant deferral / active EE | $1,812 | $5,316-65.9% | $4,482-59.6% | $5,439-66.7% |
| Admin fee / account holder | $981 | $10,886-91.0% | $8,020-87.8% | $10,885-91.0% |