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 | $142,644 | $72,277+97.4% | $101,248+40.9% | $79,858+78.6% |
| Participation rate | 97.4% | 68.5%+29.0pp | 75.8%+21.6pp | 69.6%+27.8pp |
| Annual return | 25.83% | 22.30%+3.5pp | 46.47%-20.6pp | 31.71%-5.9pp |
| Employer contribution / active EE | $13,388 | $2,692+397.4% | $3,660+265.8% | $2,471+441.8% |
| Participant deferral / active EE | $10,478 | $3,282+219.3% | $4,370+139.8% | $3,740+180.1% |
| Admin fee / account holder | $6,608 | $4,400+50.2% | $5,945+11.1% | $5,306+24.5% |