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 | $122,124 | $81,460+49.9% | $103,333+18.2% | $80,856+51.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.69% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,135 | $3,105+33.2% | $3,868+6.9% | $2,755+50.1% |
| Participant deferral / active EE | $9,039 | $3,869+133.6% | $5,057+78.7% | $4,296+110.4% |
| Admin fee / account holder | $674 | $6,566-89.7% | $8,355-91.9% | $6,918-90.3% |