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 9-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 | $46,584 | $89,355-47.9% | $141,162-67.0% | $72,985-36.2% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 13.09% | 111.85%-98.8pp | 71.39%-58.3pp | 81.00%-67.9pp |
| Employer contribution / active EE | $3,554 | $3,114+14.1% | $4,735-24.9% | $2,440+45.7% |
| Participant deferral / active EE | $3,555 | $5,418-34.4% | $6,709-47.0% | $3,607-1.4% |
| Admin fee / account holder | $1,998 | $5,958-66.5% | $10,261-80.5% | $5,124-61.0% |