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 5-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 | $62,629 | $117,983-46.9% | $101,794-38.5% | $142,382-56.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 1.76% | 36.92%-35.2pp | 30.53%-28.8pp | 217.08%-215.3pp |
| Employer contribution / active EE | $10,544 | $2,773+280.3% | $2,289+360.7% | $4,299+145.3% |
| Participant deferral / active EE | $7,485 | $4,714+58.8% | $4,084+83.3% | $6,507+15.0% |
| Admin fee / account holder | $959 | $10,433-90.8% | $8,777-89.1% | $12,624-92.4% |