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.)
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 | $52,377 | $209,411-75.0% | $178,490-70.7% | $158,922-67.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.33% | 188.75%-186.4pp | 151.07%-148.7pp | 302.83%-300.5pp |
| Employer contribution / active EE | $1,266 | $5,706-77.8% | $5,011-74.7% | $4,761-73.4% |
| Participant deferral / active EE | $5,192 | $5,954-12.8% | $5,202-0.2% | $5,982-13.2% |
| Admin fee / account holder | $40,427 | $17,074+136.8% | $13,984+189.1% | $11,246+259.5% |