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 | $143,219 | $86,922+64.8% | $102,438+39.8% | $80,874+77.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.72% | 18.90%-6.2pp | 29.37%-16.7pp | 35.62%-22.9pp |
| Employer contribution / active EE | $7,576 | $2,369+219.7% | $3,024+150.5% | $2,756+174.9% |
| Participant deferral / active EE | $5,856 | $4,119+42.2% | $5,054+15.9% | $4,297+36.3% |
| Admin fee / account holder | $12,586 | $8,050+56.4% | $9,448+33.2% | $6,935+81.5% |