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 | $69,745 | $105,181-33.7% | $159,436-56.3% | $85,850-18.8% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 12.06% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $934 | $3,318-71.9% | $4,829-80.7% | $2,565-63.6% |
| Participant deferral / active EE | $6,542 | $5,945+10.0% | $7,352-11.0% | $3,952+65.5% |
| Admin fee / account holder | $13,950 | $6,933+101.2% | $10,799+29.2% | $6,260+122.8% |