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 | $72,736 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-73.5% |
| Participation rate | 95.0% | 74.1%+20.9pp | 68.4%+26.6pp | 83.0%+12.0pp |
| Annual return | 11.65% | 2.55%+9.1pp | 5.24%+6.4pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,724 | $2,350-26.6% | $1,844-6.5% | $4,869-64.6% |
| Participant deferral / active EE | $3,501 | $2,962+18.2% | $2,591+35.1% | $5,287-33.8% |
| Admin fee / account holder | $1,899 | $3,725-49.0% | $2,903-34.6% | $10,132-81.3% |