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 | $106,126 | $157,256-32.5% | $141,162-24.8% | $152,861-30.6% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 21.15% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,414 | $5,261-73.1% | $4,735-70.1% | $4,762-70.3% |
| Participant deferral / active EE | $5,997 | $7,109-15.6% | $6,709-10.6% | $5,850+2.5% |
| Admin fee / account holder | $854 | $12,120-93.0% | $10,261-91.7% | $11,596-92.6% |