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 4-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 | $31,931 | $89,753-64.4% | $107,525-70.3% | $84,808-62.3% |
| Participation rate | 97.9% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.6pp |
| Annual return | 12.74% | 29.48%-16.7pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $7,705 | $3,113+147.5% | $3,754+105.3% | $2,631+192.9% |
| Participant deferral / active EE | $4,317 | $4,056+6.4% | $5,116-15.6% | $4,212+2.5% |
| Admin fee / account holder | $403 | $7,222-94.4% | $8,919-95.5% | $7,344-94.5% |