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 | $44,384 | $105,126-57.8% | $94,646-53.1% | $139,434-68.2% |
| Participation rate | 70.0% | 82.4%-12.4pp | 80.8%-10.8pp | 80.3%-10.3pp |
| Annual return | 6.79% | 38.03%-31.2pp | 156.71%-149.9pp | 372.94%-366.2pp |
| Employer contribution / active EE | $828 | $4,106-79.8% | $3,672-77.5% | $4,751-82.6% |
| Participant deferral / active EE | $2,821 | $7,599-62.9% | $7,418-62.0% | $6,710-58.0% |
| Admin fee / account holder | $449 | $8,984-95.0% | $7,231-93.8% | $11,403-96.1% |