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 | $41,094 | $102,382-59.9% | $147,005-72.0% | $80,874-49.2% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.2%-10.2pp | 67.6%+4.4pp |
| Annual return | 10.93% | 134.89%-124.0pp | 418.76%-407.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,208 | $3,715-40.6% | $4,934-55.2% | $2,756-19.9% |
| Participant deferral / active EE | $4,521 | $6,646-32.0% | $8,070-44.0% | $4,297+5.2% |
| Admin fee / account holder | $977 | $7,942-87.7% | $13,006-92.5% | $6,935-85.9% |