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 7-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 | $58,948 | $95,803-38.5% | $113,168-47.9% | $84,808-30.5% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 58.12% | 25.00%+33.1pp | 24.27%+33.9pp | 40.90%+17.2pp |
| Employer contribution / active EE | $1,788 | $2,360-24.2% | $2,975-39.9% | $2,631-32.0% |
| Participant deferral / active EE | $3,341 | $4,242-21.2% | $5,107-34.6% | $4,212-20.7% |
| Admin fee / account holder | $15,651 | $8,989+74.1% | $12,068+29.7% | $7,344+113.1% |