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 | $169,684 | $59,443+185.5% | $70,164+141.8% | $75,163+125.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.54% | 18.53%-2.0pp | 18.87%-2.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $8,799 | $3,306+166.2% | $4,287+105.3% | $2,670+229.6% |
| Participant deferral / active EE | $9,463 | $3,653+159.1% | $5,395+75.4% | $4,125+129.4% |
| Admin fee / account holder | $3,363 | $4,397-23.5% | $4,561-26.3% | $5,651-40.5% |