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 | $19,526 | $74,888-73.9% | $71,209-72.6% | $142,382-86.3% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 6.36% | 345.14%-338.8pp | 282.51%-276.1pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,224 | $2,854-57.1% | $2,721-55.0% | $4,299-71.5% |
| Participant deferral / active EE | $4,712 | $4,454+5.8% | $4,175+12.9% | $6,507-27.6% |
| Admin fee / account holder | $2,037 | $5,568-63.4% | $5,349-61.9% | $12,624-83.9% |