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 6-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 | $62,279 | $202,432-69.2% | $169,368-63.2% | $139,434-55.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.95% | 531.74%-523.8pp | 405.60%-397.6pp | 372.94%-365.0pp |
| Employer contribution / active EE | $1,429 | $4,692-69.6% | $4,013-64.4% | $4,751-69.9% |
| Participant deferral / active EE | $2,752 | $6,938-60.3% | $6,221-55.8% | $6,710-59.0% |
| Admin fee / account holder | $14,433 | $10,708+34.8% | $9,003+60.3% | $11,403+26.6% |