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 | $38,133 | $100,773-62.2% | $88,946-57.1% | $142,382-73.2% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.8%+17.8pp | 80.1%+6.5pp |
| Annual return | 4.71% | 70.18%-65.5pp | 57.82%-53.1pp | 217.08%-212.4pp |
| Employer contribution / active EE | $4,081 | $2,918+39.9% | $2,555+59.7% | $4,299-5.1% |
| Participant deferral / active EE | $2,148 | $5,230-58.9% | $4,581-53.1% | $6,507-67.0% |
| Admin fee / account holder | $3,893 | $9,693-59.8% | $8,261-52.9% | $12,624-69.2% |