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 | $197,037 | $72,277+172.6% | $101,248+94.6% | $79,858+146.7% |
| Participation rate | 86.7% | 68.5%+18.2pp | 75.8%+10.9pp | 69.6%+17.0pp |
| Annual return | 13.88% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,040 | $2,692+50.1% | $3,660+10.4% | $2,471+63.5% |
| Participant deferral / active EE | $10,688 | $3,282+225.7% | $4,370+144.6% | $3,740+185.8% |
| Admin fee / account holder | $14,742 | $4,400+235.0% | $5,945+148.0% | $5,306+177.8% |