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 | $226,375 | $93,571+141.9% | $135,903+66.6% | $75,163+201.2% |
| Participation rate | 78.7% | 75.2%+3.5pp | 81.9%-3.2pp | 67.2%+11.5pp |
| Annual return | 23.28% | 30.90%-7.6pp | 68.23%-44.9pp | 160.62%-137.3pp |
| Employer contribution / active EE | $11,252 | $3,537+218.2% | $4,856+131.7% | $2,670+321.5% |
| Participant deferral / active EE | $7,841 | $6,404+22.4% | $7,758+1.1% | $4,125+90.1% |
| Admin fee / account holder | $6,251 | $6,975-10.4% | $10,762-41.9% | $5,651+10.6% |