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 | $139,098 | $99,079+40.4% | $77,999+78.3% | $273,961-49.2% |
| Participation rate | 79.2% | 78.6%+0.6pp | 75.5%+3.6pp | 83.0%-3.8pp |
| Annual return | 7.94% | 217.93%-210.0pp | 425.96%-418.0pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,103 | $3,308-66.6% | $2,470-55.3% | $4,869-77.3% |
| Participant deferral / active EE | $4,437 | $4,306+3.0% | $3,497+26.9% | $5,287-16.1% |
| Admin fee / account holder | $4,342 | $8,954-51.5% | $5,480-20.8% | $10,132-57.2% |