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 | $142,318 | $81,460+74.7% | $103,333+37.7% | $80,856+76.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 36.44% | 25.55%+10.9pp | 24.88%+11.6pp | 35.59%+0.8pp |
| Employer contribution / active EE | $14,484 | $3,105+366.4% | $3,868+274.5% | $2,755+425.8% |
| Participant deferral / active EE | $7,048 | $3,869+82.2% | $5,057+39.4% | $4,296+64.1% |
| Admin fee / account holder | $2,593 | $6,566-60.5% | $8,355-69.0% | $6,918-62.5% |