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 | $91,751 | $76,912+19.3% | $129,110-28.9% | $68,494+34.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -1.79% | -9.78%+8.0pp | -10.94%+9.2pp | -7.84%+6.1pp |
| Employer contribution / active EE | $10,073 | $3,243+210.6% | $5,052+99.4% | $2,596+288.0% |
| Participant deferral / active EE | $11,834 | $4,732+150.1% | $6,542+80.9% | $4,027+193.8% |
| Admin fee / account holder | $2,781 | $6,638-58.1% | $14,302-80.6% | $5,403-48.5% |