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 | $39,132 | $112,096-65.1% | $95,952-59.2% | $158,922-75.4% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 38.82% | 171.09%-132.3pp | 91.61%-52.8pp | 302.83%-264.0pp |
| Employer contribution / active EE | $3,714 | $3,198+16.1% | $2,541+46.1% | $4,761-22.0% |
| Participant deferral / active EE | $2,554 | $4,784-46.6% | $4,167-38.7% | $5,982-57.3% |
| Admin fee / account holder | $28,805 | $10,130+184.3% | $6,795+323.9% | $11,246+156.1% |