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 | $219,108 | $167,307+31.0% | $143,757+52.4% | $134,475+62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.19% | 0.46%+1.7pp | -0.04%+2.2pp | 417.96%-415.8pp |
| Employer contribution / active EE | $17,582 | $5,619+212.9% | $4,951+255.1% | $4,740+271.0% |
| Participant deferral / active EE | $12,803 | $6,446+98.6% | $5,637+127.1% | $6,400+100.1% |
| Admin fee / account holder | $3,353 | $18,088-81.5% | $14,673-77.2% | $11,426-70.7% |