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 9-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 | $30,067 | $144,119-79.1% | $117,854-74.5% | $147,584-79.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 4.08% | 531.15%-527.1pp | 335.08%-331.0pp | 578.55%-574.5pp |
| Employer contribution / active EE | $2,052 | $4,896-58.1% | $3,786-45.8% | $4,876-57.9% |
| Participant deferral / active EE | $8,265 | $5,316+55.5% | $4,482+84.4% | $5,439+52.0% |
| Admin fee / account holder | $2,686 | $10,886-75.3% | $8,020-66.5% | $10,885-75.3% |