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 | $189,465 | $167,307+13.2% | $143,757+31.8% | $134,475+40.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.40% | 0.46%+1.9pp | -0.04%+2.4pp | 417.96%-415.6pp |
| Employer contribution / active EE | $10,459 | $5,619+86.1% | $4,951+111.2% | $4,740+120.7% |
| Participant deferral / active EE | $6,623 | $6,446+2.7% | $5,637+17.5% | $6,400+3.5% |
| Admin fee / account holder | $14,963 | $18,088-17.3% | $14,673+2.0% | $11,426+31.0% |