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 | $81,508 | $148,534-45.1% | $135,903-40.0% | $139,434-41.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 23.48% | 79.19%-55.7pp | 68.23%-44.7pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,277 | $5,243-75.7% | $4,856-73.7% | $4,751-73.1% |
| Participant deferral / active EE | $5,086 | $8,100-37.2% | $7,758-34.4% | $6,710-24.2% |
| Admin fee / account holder | $2,338 | $12,400-81.1% | $10,762-78.3% | $11,403-79.5% |