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 | $39,228 | $39,019+0.5% | $80,716-51.4% | $85,850-54.3% |
| Participation rate | 91.2% | 41.5%+49.6pp | 54.2%+37.0pp | 69.3%+21.9pp |
| Annual return | 16.15% | 26.27%-10.1pp | 87.28%-71.1pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,020 | $722+41.2% | $1,160-12.1% | $2,565-60.3% |
| Participant deferral / active EE | $1,288 | $1,326-2.8% | $2,146-40.0% | $3,952-67.4% |
| Admin fee / account holder | $1,972 | $2,431-18.9% | $3,380-41.7% | $6,260-68.5% |