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 | $49,091 | $232,540-78.9% | $185,117-73.5% | $147,584-66.7% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 15.60% | 43.03%-27.4pp | 40.50%-24.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $851 | $5,195-83.6% | $4,182-79.7% | $4,876-82.6% |
| Participant deferral / active EE | $1,760 | $5,834-69.8% | $5,045-65.1% | $5,439-67.6% |
| Admin fee / account holder | $1,070 | $10,275-89.6% | $8,159-86.9% | $10,885-90.2% |