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 | $140,758 | $109,982+28.0% | $97,226+44.8% | $145,922-3.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.91% | 242.90%-229.0pp | 75.13%-61.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $500 | $3,084-83.8% | $2,729-81.7% | $4,660-89.3% |
| Participant deferral / active EE | $15,250 | $4,676+226.1% | $4,264+257.7% | $6,688+128.0% |
| Admin fee / account holder | $30,473 | $6,221+389.9% | $5,654+439.0% | $13,397+127.5% |