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 5-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 | $62,399 | $72,071-13.4% | $68,368-8.7% | $137,256-54.5% |
| Participation rate | 90.5% | 76.2%+14.2pp | 73.8%+16.7pp | 80.0%+10.5pp |
| Annual return | 12.48% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $6,758 | $2,788+142.4% | $2,649+155.1% | $4,156+62.6% |
| Participant deferral / active EE | $15,200 | $4,410+244.7% | $4,123+268.7% | $6,407+137.2% |
| Admin fee / account holder | $12,317 | $5,336+130.8% | $5,150+139.2% | $12,270+0.4% |