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 | $228,113 | $149,679+52.4% | $117,039+94.9% | $147,584+54.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.90% | 19.31%-2.4pp | 18.95%-2.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $7,583 | $4,937+53.6% | $3,785+100.4% | $4,876+55.5% |
| Participant deferral / active EE | $10,033 | $4,912+104.3% | $3,929+155.3% | $5,439+84.5% |
| Admin fee / account holder | $2,078 | $7,856-73.6% | $5,974-65.2% | $10,885-80.9% |