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 | $143,292 | $60,022+138.7% | $88,946+61.1% | $84,808+69.0% |
| Participation rate | 96.7% | 57.8%+38.8pp | 68.8%+27.8pp | 68.3%+28.4pp |
| Annual return | 27.71% | 22.43%+5.3pp | 57.82%-30.1pp | 40.90%-13.2pp |
| Employer contribution / active EE | $4,437 | $1,703+160.6% | $2,555+73.7% | $2,631+68.6% |
| Participant deferral / active EE | $10,898 | $3,114+250.0% | $4,581+137.9% | $4,212+158.8% |
| Admin fee / account holder | $1,977 | $4,811-58.9% | $8,261-76.1% | $7,344-73.1% |