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 | $48,829 | $148,534-67.1% | $135,903-64.1% | $139,434-65.0% |
| Participation rate | 79.2% | 83.9%-4.7pp | 81.9%-2.7pp | 80.3%-1.2pp |
| Annual return | 11.49% | 79.19%-67.7pp | 68.23%-56.7pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,733 | $5,243-66.9% | $4,856-64.3% | $4,751-63.5% |
| Participant deferral / active EE | $7,442 | $8,100-8.1% | $7,758-4.1% | $6,710+10.9% |
| Admin fee / account holder | $3,919 | $12,400-68.4% | $10,762-63.6% | $11,403-65.6% |