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 5-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 | $47,256 | $73,933-36.1% | $96,683-51.1% | $75,163-37.1% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 12.48% | 26.70%-14.2pp | 35.69%-23.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $6,232 | $2,928+112.9% | $3,737+66.8% | $2,670+133.4% |
| Participant deferral / active EE | $4,234 | $3,659+15.7% | $4,878-13.2% | $4,125+2.7% |
| Admin fee / account holder | $2,287 | $5,216-56.2% | $6,730-66.0% | $5,651-59.5% |