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 | $182,745 | $127,065+43.8% | $113,168+61.5% | $142,382+28.3% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 13.46% | 24.03%-10.6pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,247 | $3,442+23.4% | $2,975+42.7% | $4,299-1.2% |
| Participant deferral / active EE | $11,042 | $5,716+93.2% | $5,107+116.2% | $6,507+69.7% |
| Admin fee / account holder | $16,233 | $15,736+3.2% | $12,068+34.5% | $12,624+28.6% |