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 9-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 | $125,815 | $167,484-24.9% | $151,611-17.0% | $134,475-6.4% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.5%+3.0pp | 81.2%+9.3pp |
| Annual return | 5.58% | 7.80%-2.2pp | 3.33%+2.2pp | 417.96%-412.4pp |
| Employer contribution / active EE | $3,147 | $6,829-53.9% | $6,166-49.0% | $4,740-33.6% |
| Participant deferral / active EE | $5,940 | $8,986-33.9% | $8,363-29.0% | $6,400-7.2% |
| Admin fee / account holder | $2,269 | $13,783-83.5% | $11,616-80.5% | $11,426-80.1% |