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 | $149,074 | $86,929+71.5% | $102,423+45.5% | $80,856+84.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.13% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,241 | $2,369+79.0% | $3,023+40.3% | $2,755+53.9% |
| Participant deferral / active EE | $7,282 | $4,118+76.8% | $5,053+44.1% | $4,296+69.5% |
| Admin fee / account holder | $4,134 | $8,049-48.6% | $9,451-56.3% | $6,918-40.2% |