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 4-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 | $21,744 | $77,899-72.1% | $149,673-85.5% | $75,163-71.1% |
| Participation rate | 97.9% | 65.6%+32.3pp | 78.8%+19.2pp | 67.2%+30.7pp |
| Annual return | 11.90% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $4,849 | $3,137+54.6% | $4,818+0.7% | $2,670+81.6% |
| Participant deferral / active EE | $5,726 | $3,411+67.9% | $5,680+0.8% | $4,125+38.8% |
| Admin fee / account holder | $738 | $5,956-87.6% | $13,210-94.4% | $5,651-86.9% |