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 | $77,767 | $115,882-32.9% | $100,516-22.6% | $158,922-51.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.92% | 34.79%-11.9pp | 30.89%-8.0pp | 302.83%-279.9pp |
| Employer contribution / active EE | $10,151 | $4,103+147.4% | $3,418+197.0% | $4,761+113.2% |
| Participant deferral / active EE | $14,929 | $6,674+123.7% | $6,270+138.1% | $5,982+149.6% |
| Admin fee / account holder | $14,527 | $10,995+32.1% | $8,081+79.8% | $11,246+29.2% |