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 | $142,910 | $109,982+29.9% | $97,226+47.0% | $145,922-2.1% |
| Participation rate | 73.7% | 75.9%-2.3pp | 72.7%+1.0pp | 80.3%-6.6pp |
| Annual return | 26.75% | 242.90%-216.2pp | 75.13%-48.4pp | 561.29%-534.5pp |
| Employer contribution / active EE | $1,683 | $3,084-45.4% | $2,729-38.3% | $4,660-63.9% |
| Participant deferral / active EE | $3,951 | $4,676-15.5% | $4,264-7.3% | $6,688-40.9% |
| Admin fee / account holder | $7,693 | $6,221+23.7% | $5,654+36.1% | $13,397-42.6% |