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 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,407 | $111,754-71.0% | $103,333-68.6% | $145,922-77.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 7.18% | 24.77%-17.6pp | 24.88%-17.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $3,210 | $4,212-23.8% | $3,868-17.0% | $4,660-31.1% |
| Participant deferral / active EE | $12,201 | $5,619+117.2% | $5,057+141.2% | $6,688+82.4% |
| Admin fee / account holder | $473 | $9,750-95.2% | $8,355-94.3% | $13,397-96.5% |