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 | $20,256 | $148,534-86.4% | $135,903-85.1% | $139,434-85.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 13.72% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,243 | $5,243-76.3% | $4,856-74.4% | $4,751-73.8% |
| Participant deferral / active EE | $3,238 | $8,100-60.0% | $7,758-58.3% | $6,710-51.8% |
| Admin fee / account holder | $1,290 | $12,400-89.6% | $10,762-88.0% | $11,403-88.7% |