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 | $70,923 | $238,490-70.3% | $180,183-60.6% | $142,382-50.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 29.88% | 33.56%-3.7pp | 27.86%+2.0pp | 217.08%-187.2pp |
| Employer contribution / active EE | $12,232 | $6,143+99.1% | $5,039+142.8% | $4,299+184.5% |
| Participant deferral / active EE | $20,451 | $7,996+155.8% | $6,822+199.8% | $6,507+214.3% |
| Admin fee / account holder | $5,505 | $28,866-80.9% | $19,975-72.4% | $12,624-56.4% |