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 | $51,096 | $100,773-49.3% | $88,946-42.6% | $142,382-64.1% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 7.81% | 70.18%-62.4pp | 57.82%-50.0pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,281 | $2,918-56.1% | $2,555-49.9% | $4,299-70.2% |
| Participant deferral / active EE | $7,907 | $5,230+51.2% | $4,581+72.6% | $6,507+21.5% |
| Admin fee / account holder | $304 | $9,693-96.9% | $8,261-96.3% | $12,624-97.6% |