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 | $214,392 | $74,927+186.1% | $101,794+110.6% | $84,808+152.8% |
| Participation rate | 81.1% | 61.4%+19.7pp | 69.2%+11.9pp | 68.3%+12.8pp |
| Annual return | 12.61% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,298 | $1,522+116.7% | $2,289+44.1% | $2,631+25.4% |
| Participant deferral / active EE | $6,732 | $3,099+117.2% | $4,084+64.8% | $4,212+59.8% |
| Admin fee / account holder | $18,008 | $6,514+176.5% | $8,777+105.2% | $7,344+145.2% |