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 8-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 | $87,314 | $98,750-11.6% | $149,696-41.7% | $79,858+9.3% |
| Participation rate | 98.9% | 75.8%+23.2pp | 82.5%+16.4pp | 69.6%+29.3pp |
| Annual return | 18.06% | 27.43%-9.4pp | 276.60%-258.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,790 | $3,216-44.4% | $4,644-61.5% | $2,471-27.6% |
| Participant deferral / active EE | $6,024 | $5,680+6.1% | $6,842-11.9% | $3,740+61.1% |
| Admin fee / account holder | $2,752 | $6,053-54.5% | $9,309-70.4% | $5,306-48.1% |