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 | $147,195 | $60,022+145.2% | $88,946+65.5% | $84,808+73.6% |
| Participation rate | 96.0% | 57.8%+38.2pp | 68.8%+27.2pp | 68.3%+27.7pp |
| Annual return | 15.65% | 22.43%-6.8pp | 57.82%-42.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $11,267 | $1,703+561.7% | $2,555+341.0% | $2,631+328.2% |
| Participant deferral / active EE | $5,962 | $3,114+91.5% | $4,581+30.1% | $4,212+41.6% |
| Admin fee / account holder | $8,180 | $4,811+70.0% | $8,261-1.0% | $7,344+11.4% |