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 | $84,936 | $96,484-12.0% | $75,886+11.9% | $152,861-44.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 35.44% | 33.98%+1.5pp | 30.76%+4.7pp | 345.32%-309.9pp |
| Employer contribution / active EE | $26,821 | $3,309+710.4% | $2,500+972.6% | $4,762+463.2% |
| Participant deferral / active EE | $13,384 | $4,553+194.0% | $3,603+271.5% | $5,850+128.8% |
| Admin fee / account holder | $511 | $8,078-93.7% | $5,418-90.6% | $11,596-95.6% |