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 5-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 | $65,940 | $76,912-14.3% | $129,110-48.9% | $68,494-3.7% |
| Participation rate | 96.4% | 69.1%+27.3pp | 77.3%+19.2pp | 67.9%+28.5pp |
| Annual return | -8.59% | -9.78%+1.2pp | -10.94%+2.4pp | -7.84%-0.7pp |
| Employer contribution / active EE | $8,415 | $3,243+159.5% | $5,052+66.6% | $2,596+224.1% |
| Participant deferral / active EE | $12,689 | $4,732+168.1% | $6,542+94.0% | $4,027+215.1% |
| Admin fee / account holder | $1,392 | $6,638-79.0% | $14,302-90.3% | $5,403-74.2% |