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 8-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 | $63,457 | $48,795+30.0% | $65,493-3.1% | $84,808-25.2% |
| Participation rate | 92.8% | 67.0%+25.8pp | 73.1%+19.7pp | 68.3%+24.4pp |
| Annual return | 10.21% | 20.20%-10.0pp | 982.45%-972.2pp | 40.90%-30.7pp |
| Employer contribution / active EE | $7,062 | $1,930+266.0% | $2,574+174.3% | $2,631+168.4% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,648 | $3,877-5.9% | $5,028-27.4% | $7,344-50.3% |