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 | $110,496 | $48,230+129.1% | $67,502+63.7% | $80,856+36.7% |
| Participation rate | 86.7% | 66.4%+20.3pp | 72.9%+13.8pp | 67.6%+19.0pp |
| Annual return | 12.94% | 18.28%-5.3pp | 3512.12%-3499.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,409 | $2,020+68.8% | $2,731+24.8% | $2,755+23.7% |
| Participant deferral / active EE | $7,346 | $2,924+151.2% | $4,000+83.7% | $4,296+71.0% |
| Admin fee / account holder | $10,503 | $3,681+185.3% | $3,998+162.7% | $6,918+51.8% |