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 | $172,286 | $118,450+45.5% | $98,439+75.0% | $139,434+23.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.01% | 18.94%-0.9pp | 21.16%-3.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $8,346 | $3,609+131.2% | $3,048+173.8% | $4,751+75.7% |
| Participant deferral / active EE | $14,720 | $5,392+173.0% | $4,738+210.7% | $6,710+119.4% |
| Admin fee / account holder | $18,234 | $14,026+30.0% | $8,948+103.8% | $11,403+59.9% |