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 | $32,058 | $107,334-70.1% | $92,893-65.5% | $152,861-79.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.43% | 145.58%-142.1pp | 109.41%-106.0pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,153 | $4,221-72.7% | $3,653-68.4% | $4,762-75.8% |
| Participant deferral / active EE | $5,765 | $4,845+19.0% | $4,236+36.1% | $5,850-1.5% |
| Admin fee / account holder | $1,603 | $7,079-77.4% | $5,794-72.3% | $11,596-86.2% |