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 | $35,047 | $183,592-80.9% | $155,567-77.5% | $145,959-76.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.12% | 61.24%-58.1pp | 64.74%-61.6pp | 561.95%-558.8pp |
| Employer contribution / active EE | $2,302 | $5,315-56.7% | $4,674-50.8% | $4,661-50.6% |
| Participant deferral / active EE | $5,964 | $6,464-7.7% | $5,628+6.0% | $6,689-10.8% |
| Admin fee / account holder | $4,840 | $19,318-74.9% | $15,916-69.6% | $13,398-63.9% |