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 | $43,274 | $74,879,922-99.9% | $40,145,923-99.9% | $273,961-84.2% |
| Participation rate | 72.7% | 74.1%-1.3pp | 68.4%+4.3pp | 83.0%-10.3pp |
| Annual return | 4.42% | 2.55%+1.9pp | 5.24%-0.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,941 | $2,350-17.4% | $1,844+5.3% | $4,869-60.1% |
| Participant deferral / active EE | $1,941 | $2,962-34.5% | $2,591-25.1% | $5,287-63.3% |
| Admin fee / account holder | $433 | $3,725-88.4% | $2,903-85.1% | $10,132-95.7% |