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 3-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 | $226,264 | $56,053+303.7% | $75,972+197.8% | $80,856+179.8% |
| Participation rate | 84.0% | 62.0%+22.0pp | 69.1%+14.9pp | 67.6%+16.4pp |
| Annual return | 16.48% | 20.53%-4.1pp | 359.55%-343.1pp | 35.59%-19.1pp |
| Employer contribution / active EE | $5,860 | $1,874+212.7% | $2,685+118.3% | $2,755+112.7% |
| Participant deferral / active EE | $9,891 | $3,052+224.1% | $4,255+132.4% | $4,296+130.3% |
| Admin fee / account holder | $14,490 | $5,234+176.9% | $6,467+124.1% | $6,918+109.5% |