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 | $149,041 | $127,065+17.3% | $113,168+31.7% | $142,382+4.7% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 11.12% | 24.03%-12.9pp | 24.27%-13.1pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,520 | $3,442-26.8% | $2,975-15.3% | $4,299-41.4% |
| Participant deferral / active EE | $6,258 | $5,716+9.5% | $5,107+22.5% | $6,507-3.8% |
| Admin fee / account holder | $68,785 | $15,736+337.1% | $12,068+470.0% | $12,624+444.9% |