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 | $53,640 | $51,175+4.8% | $70,515-23.9% | $75,163-28.6% |
| Participation rate | 82.4% | 60.9%+21.5pp | 68.3%+14.1pp | 67.2%+15.2pp |
| Annual return | 18.37% | 30.02%-11.7pp | 32.77%-14.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,257 | $1,826-31.2% | $2,973-57.7% | $2,670-52.9% |
| Participant deferral / active EE | $3,268 | $2,849+14.7% | $4,567-28.4% | $4,125-20.8% |
| Admin fee / account holder | $3,573 | $4,091-12.7% | $6,412-44.3% | $5,651-36.8% |