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 | $131,944 | $165,335-20.2% | $149,696-11.9% | $158,922-17.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.44% | 348.15%-333.7pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,924 | $5,103-23.1% | $4,644-15.5% | $4,761-17.6% |
| Participant deferral / active EE | $8,646 | $7,181+20.4% | $6,842+26.4% | $5,982+44.5% |
| Admin fee / account holder | $684 | $10,807-93.7% | $9,309-92.6% | $11,246-93.9% |