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 | $79,526 | $60,022+32.5% | $88,946-10.6% | $84,808-6.2% |
| Participation rate | 96.0% | 57.8%+38.2pp | 68.8%+27.2pp | 68.3%+27.7pp |
| Annual return | 16.48% | 22.43%-6.0pp | 57.82%-41.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $6,968 | $1,703+309.2% | $2,555+172.7% | $2,631+164.8% |
| Participant deferral / active EE | $4,354 | $3,114+39.8% | $4,581-5.0% | $4,212+3.4% |
| Admin fee / account holder | $1,186 | $4,811-75.4% | $8,261-85.6% | $7,344-83.9% |