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 6-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 | $30,616 | $183,519-83.3% | $155,509-80.3% | $145,922-79.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 7.63% | 61.17%-53.5pp | 64.67%-57.0pp | 561.29%-553.7pp |
| Employer contribution / active EE | $6,594 | $5,313+24.1% | $4,672+41.1% | $4,660+41.5% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $685 | $19,313-96.5% | $15,912-95.7% | $13,397-94.9% |