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 8-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 | $116,123 | $93,024+24.8% | $77,024+50.8% | $134,475-13.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -17.37% | 62.60%-80.0pp | 42.32%-59.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,162 | $3,418-7.5% | $2,812+12.4% | $4,740-33.3% |
| Participant deferral / active EE | $5,810 | $5,238+10.9% | $4,426+31.3% | $6,400-9.2% |
| Admin fee / account holder | $3,252 | $6,944-53.2% | $5,425-40.1% | $11,426-71.5% |