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 8-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 | $67,877 | $93,571-27.5% | $135,903-50.1% | $75,163-9.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 32.18% | 30.90%+1.3pp | 68.23%-36.1pp | 160.62%-128.4pp |
| Employer contribution / active EE | $10,355 | $3,537+192.8% | $4,856+113.2% | $2,670+287.9% |
| Participant deferral / active EE | $15,378 | $6,404+140.1% | $7,758+98.2% | $4,125+272.8% |
| Admin fee / account holder | $5,637 | $6,975-19.2% | $10,762-47.6% | $5,651-0.2% |