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 | $81,145 | $88,710-8.5% | $81,783-0.8% | $145,959-44.4% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.4%+20.0pp | 80.3%+12.0pp |
| Annual return | 4.56% | 1027.26%-1022.7pp | 775.05%-770.5pp | 561.95%-557.4pp |
| Employer contribution / active EE | $5,103 | $3,083+65.5% | $2,913+75.2% | $4,661+9.5% |
| Participant deferral / active EE | $11,333 | $4,645+144.0% | $4,320+162.3% | $6,689+69.4% |
| Admin fee / account holder | $2,654 | $8,407-68.4% | $7,380-64.0% | $13,398-80.2% |