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 3-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 | $138,567 | $81,460+70.1% | $103,333+34.1% | $80,856+71.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.34% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $10,717 | $3,105+245.1% | $3,868+177.1% | $2,755+289.0% |
| Participant deferral / active EE | $6,224 | $3,869+60.9% | $5,057+23.1% | $4,296+44.9% |
| Admin fee / account holder | $15,671 | $6,566+138.7% | $8,355+87.6% | $6,918+126.5% |