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 | $89,098 | $70,475+26.4% | $100,516-11.4% | $79,858+11.6% |
| Participation rate | 96.9% | 73.7%+23.2pp | 79.4%+17.5pp | 69.6%+27.2pp |
| Annual return | 14.44% | 21.90%-7.5pp | 30.89%-16.4pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,689 | $2,165-22.0% | $3,418-50.6% | $2,471-31.7% |
| Participant deferral / active EE | $4,386 | $5,181-15.4% | $6,270-30.1% | $3,740+17.3% |
| Admin fee / account holder | $8,768 | $4,478+95.8% | $8,081+8.5% | $5,306+65.2% |