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 | $62,799 | $175,202-64.2% | $149,673-58.0% | $139,434-55.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.04% | 166.71%-157.7pp | 134.42%-125.4pp | 372.94%-363.9pp |
| Employer contribution / active EE | $3,650 | $5,474-33.3% | $4,818-24.2% | $4,751-23.2% |
| Participant deferral / active EE | $5,996 | $6,519-8.0% | $5,680+5.6% | $6,710-10.6% |
| Admin fee / account holder | $362 | $16,150-97.8% | $13,210-97.3% | $11,403-96.8% |