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 | $179,818 | $110,257+63.1% | $96,544+86.3% | $139,434+29.0% |
| Participation rate | 73.7% | 78.1%-4.4pp | 76.0%-2.3pp | 80.3%-6.6pp |
| Annual return | 10.63% | 26.32%-15.7pp | 25.84%-15.2pp | 372.94%-362.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,438 | $5,548-2.0% | $4,851+12.1% | $6,710-19.0% |
| Admin fee / account holder | $175,249 | $11,591+1411.9% | $8,252+2023.6% | $11,403+1436.9% |