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 | $96,285 | $183,519-47.5% | $155,509-38.1% | $145,922-34.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.15% | 61.17%-57.0pp | 64.67%-60.5pp | 561.29%-557.1pp |
| Employer contribution / active EE | $2,547 | $5,313-52.1% | $4,672-45.5% | $4,660-45.3% |
| Participant deferral / active EE | $8,661 | $6,462+34.0% | $5,626+53.9% | $6,688+29.5% |
| Admin fee / account holder | $420 | $19,313-97.8% | $15,912-97.4% | $13,397-96.9% |