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 | $151,376 | $124,425+21.7% | $112,040+35.1% | $137,256+10.3% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 14.08% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,378 | $3,411-1.0% | $2,954+14.4% | $4,156-18.7% |
| Participant deferral / active EE | $5,563 | $5,718-2.7% | $5,098+9.1% | $6,407-13.2% |
| Admin fee / account holder | $5,660 | $15,207-62.8% | $12,098-53.2% | $12,270-53.9% |