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 | $40,044 | $183,519-78.2% | $155,509-74.2% | $145,922-72.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 6.38% | 61.17%-54.8pp | 64.67%-58.3pp | 561.29%-554.9pp |
| Employer contribution / active EE | $2,184 | $5,313-58.9% | $4,672-53.3% | $4,660-53.1% |
| Participant deferral / active EE | $3,305 | $6,462-48.9% | $5,626-41.3% | $6,688-50.6% |
| Admin fee / account holder | $2,617 | $19,313-86.5% | $15,912-83.6% | $13,397-80.5% |