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 | $108,321 | $61,280+76.8% | $69,780+55.2% | $84,808+27.7% |
| Participation rate | 96.9% | 73.6%+23.3pp | 79.3%+17.6pp | 68.3%+28.6pp |
| Annual return | 13.75% | 12.93%+0.8pp | 26.31%-12.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $9,034 | $3,577+152.6% | $4,168+116.8% | $2,631+243.4% |
| Participant deferral / active EE | $8,157 | $3,756+117.2% | $6,164+32.3% | $4,212+93.7% |
| Admin fee / account holder | $2,306 | $6,026-61.7% | $7,285-68.3% | $7,344-68.6% |