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 | $192,968 | $96,956+99.0% | $70,014+175.6% | $273,961-29.6% |
| Participation rate | 93.3% | 77.1%+16.3pp | 71.8%+21.5pp | 83.0%+10.3pp |
| Annual return | 5.85% | 12.93%-7.1pp | 12.99%-7.1pp | 41.45%-35.6pp |
| Employer contribution / active EE | $10,080 | $3,316+204.0% | $2,338+331.1% | $4,869+107.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $37,937 | $7,934+378.1% | $4,380+766.1% | $10,132+274.4% |