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 | $173,897 | $74,879,922-99.8% | $40,145,923-99.6% | $273,961-36.5% |
| Participation rate | 90.9% | 74.1%+16.8pp | 68.4%+22.5pp | 83.0%+7.9pp |
| Annual return | 9.82% | 2.55%+7.3pp | 5.24%+4.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,962 | $2,350-16.5% | $1,844+6.4% | $4,869-59.7% |
| Participant deferral / active EE | $5,425 | $2,962+83.2% | $2,591+109.4% | $5,287+2.6% |
| Admin fee / account holder | $4,367 | $3,725+17.3% | $2,903+50.4% | $10,132-56.9% |