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 | $29,231 | $58,208-49.8% | $81,812-64.3% | $80,856-63.8% |
| Participation rate | 84.8% | 63.4%+21.4pp | 72.3%+12.5pp | 67.6%+17.2pp |
| Annual return | 6.38% | 41.66%-35.3pp | 773.79%-767.4pp | 35.59%-29.2pp |
| Employer contribution / active EE | $1,711 | $2,340-26.9% | $2,912-41.2% | $2,755-37.9% |
| Participant deferral / active EE | $3,699 | $3,281+12.7% | $4,319-14.4% | $4,296-13.9% |
| Admin fee / account holder | $2,444 | $4,981-50.9% | $7,386-66.9% | $6,918-64.7% |