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 7-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 | $69,507 | $111,754-37.8% | $103,333-32.7% | $145,922-52.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 6.87% | 24.77%-17.9pp | 24.88%-18.0pp | 561.29%-554.4pp |
| Employer contribution / active EE | $3,984 | $4,212-5.4% | $3,868+3.0% | $4,660-14.5% |
| Participant deferral / active EE | $10,152 | $5,619+80.7% | $5,057+100.7% | $6,688+51.8% |
| Admin fee / account holder | $4,567 | $9,750-53.2% | $8,355-45.3% | $13,397-65.9% |