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 | $70,694 | $96,557-26.8% | $80,975-12.7% | $273,961-74.2% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 6.11% | 15.14%-9.0pp | 17.10%-11.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,675 | $4,868-45.1% | $3,714-28.0% | $4,869-45.1% |
| Participant deferral / active EE | $6,911 | $6,598+4.8% | $5,696+21.3% | $5,287+30.7% |
| Admin fee / account holder | $1,165 | $7,492-84.4% | $5,516-78.9% | $10,132-88.5% |