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 4-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 | $197,108 | $72,277+172.7% | $101,248+94.7% | $79,858+146.8% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 13.38% | 22.30%-8.9pp | 46.47%-33.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,599 | $2,692+70.9% | $3,660+25.7% | $2,471+86.1% |
| Participant deferral / active EE | $6,833 | $3,282+108.2% | $4,370+56.3% | $3,740+82.7% |
| Admin fee / account holder | $18,708 | $4,400+325.1% | $5,945+214.7% | $5,306+252.6% |