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 | $17,247 | $202,432-91.5% | $169,368-89.8% | $139,434-87.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.41% | 531.74%-526.3pp | 405.60%-400.2pp | 372.94%-367.5pp |
| Employer contribution / active EE | $2,101 | $4,692-55.2% | $4,013-47.6% | $4,751-55.8% |
| Participant deferral / active EE | $6,576 | $6,938-5.2% | $6,221+5.7% | $6,710-2.0% |
| Admin fee / account holder | $1,640 | $10,708-84.7% | $9,003-81.8% | $11,403-85.6% |