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 | $146,267+1.7% | $197,124-24.5% | $82,448+80.5% |
| Participation rate | 92.9% | 84.0%+8.8pp | 86.7%+6.1pp | 68.1%+24.8pp |
| Annual return | 24.18% | 29.61%-5.4pp | 44.34%-20.2pp | 41.64%-17.5pp |
| Employer contribution / active EE | $10,077 | $4,723+113.3% | $6,227+61.8% | $2,551+295.0% |
| Participant deferral / active EE | $16,050 | $7,035+128.2% | $9,135+75.7% | $4,139+287.7% |
| Admin fee / account holder | $21,789 | $14,422+51.1% | $16,298+33.7% | $7,234+201.2% |