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 | $57,518 | $148,534-61.3% | $135,903-57.7% | $139,434-58.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 12.77% | 79.19%-66.4pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,240 | $5,243-76.4% | $4,856-74.5% | $4,751-73.9% |
| Participant deferral / active EE | $6,162 | $8,100-23.9% | $7,758-20.6% | $6,710-8.2% |
| Admin fee / account holder | $1,739 | $12,400-86.0% | $10,762-83.8% | $11,403-84.7% |