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 | $146,619 | $99,079+48.0% | $77,999+88.0% | $273,961-46.5% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.5%+15.4pp | 83.0%+7.9pp |
| Annual return | 3.94% | 217.93%-214.0pp | 425.96%-422.0pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,714 | $3,308-48.2% | $2,470-30.6% | $4,869-64.8% |
| Participant deferral / active EE | $7,270 | $4,306+68.8% | $3,497+107.9% | $5,287+37.5% |
| Admin fee / account holder | $5,180 | $8,954-42.1% | $5,480-5.5% | $10,132-48.9% |