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 | $94,484 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-65.5% |
| Participation rate | 85.7% | 74.1%+11.6pp | 68.4%+17.3pp | 83.0%+2.7pp |
| Annual return | 3.72% | 2.55%+1.2pp | 5.24%-1.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $10,273 | $2,350+337.1% | $1,844+457.2% | $4,869+111.0% |
| Participant deferral / active EE | $6,774 | $2,962+128.7% | $2,591+161.5% | $5,287+28.1% |
| Admin fee / account holder | $720 | $3,725-80.7% | $2,903-75.2% | $10,132-92.9% |