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 | $116,428 | $86,929+33.9% | $102,423+13.7% | $80,856+44.0% |
| Participation rate | 90.3% | 72.4%+17.9pp | 76.5%+13.8pp | 67.6%+22.7pp |
| Annual return | 12.47% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,665 | $2,369+139.1% | $3,023+87.4% | $2,755+105.6% |
| Participant deferral / active EE | $5,433 | $4,118+31.9% | $5,053+7.5% | $4,296+26.5% |
| Admin fee / account holder | $11,289 | $8,049+40.3% | $9,451+19.5% | $6,918+63.2% |