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 | $86,042 | $99,079-13.2% | $77,999+10.3% | $273,961-68.6% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.5%+11.4pp | 83.0%+3.9pp |
| Annual return | 3.08% | 217.93%-214.8pp | 425.96%-422.9pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,064 | $3,308-67.8% | $2,470-56.9% | $4,869-78.2% |
| Participant deferral / active EE | $2,468 | $4,306-42.7% | $3,497-29.4% | $5,287-53.3% |
| Admin fee / account holder | $1,481 | $8,954-83.5% | $5,480-73.0% | $10,132-85.4% |