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 | $64,825 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-76.3% |
| Participation rate | 95.0% | 74.1%+20.9pp | 68.4%+26.6pp | 83.0%+12.0pp |
| Annual return | 8.35% | 2.55%+5.8pp | 5.24%+3.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,353 | $2,350+0.1% | $1,844+27.6% | $4,869-51.7% |
| Participant deferral / active EE | $3,598 | $2,962+21.5% | $2,591+38.9% | $5,287-31.9% |
| Admin fee / account holder | $5,330 | $3,725+43.1% | $2,903+83.6% | $10,132-47.4% |