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 | $55,302 | $51,175+8.1% | $70,515-21.6% | $75,163-26.4% |
| Participation rate | 96.2% | 60.9%+35.3pp | 68.3%+27.9pp | 67.2%+29.0pp |
| Annual return | 17.52% | 30.02%-12.5pp | 32.77%-15.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,988 | $2,849+75.1% | $4,567+9.2% | $4,125+20.9% |
| Admin fee / account holder | $4,793 | $4,091+17.2% | $6,412-25.2% | $5,651-15.2% |