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 8-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 | $156,847 | $100,970+55.3% | $96,576+62.4% | $137,256+14.3% |
| Participation rate | 72.7% | 82.6%-9.9pp | 81.4%-8.7pp | 80.0%-7.2pp |
| Annual return | 21.75% | 38.16%-16.4pp | 38.47%-16.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $5,822 | $3,809+52.8% | $3,553+63.8% | $4,156+40.1% |
| Participant deferral / active EE | $15,658 | $8,286+89.0% | $7,956+96.8% | $6,407+144.4% |
| Admin fee / account holder | $577 | $11,312-94.9% | $11,381-94.9% | $12,270-95.3% |