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 | $58,371 | $102,317-43.0% | $146,958-60.3% | $80,856-27.8% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 9.67% | 134.76%-125.1pp | 418.34%-408.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $9,122 | $3,713+145.7% | $4,933+84.9% | $2,755+231.1% |
| Participant deferral / active EE | $7,854 | $6,644+18.2% | $8,070-2.7% | $4,296+82.8% |
| Admin fee / account holder | $1,431 | $7,941-82.0% | $12,998-89.0% | $6,918-79.3% |