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 7-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 | $148,795 | $148,978-0.1% | $200,582-25.8% | $84,808+75.5% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 24.18% | 28.16%-4.0pp | 42.33%-18.2pp | 40.90%-16.7pp |
| Employer contribution / active EE | $10,077 | $4,815+109.3% | $6,419+57.0% | $2,631+283.0% |
| Participant deferral / active EE | $16,050 | $7,142+124.7% | $9,331+72.0% | $4,212+281.1% |
| Admin fee / account holder | $21,789 | $13,977+55.9% | $16,305+33.6% | $7,344+196.7% |