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 | $31,217 | $81,248-61.6% | $155,509-79.9% | $80,856-61.4% |
| Participation rate | 92.5% | 66.2%+26.3pp | 78.2%+14.3pp | 67.6%+24.9pp |
| Annual return | 7.62% | 33.31%-25.7pp | 64.67%-57.1pp | 35.59%-28.0pp |
| Employer contribution / active EE | $4,948 | $3,100+59.6% | $4,672+5.9% | $2,755+79.6% |
| Participant deferral / active EE | $6,320 | $3,452+83.1% | $5,626+12.3% | $4,296+47.1% |
| Admin fee / account holder | $5,697 | $7,997-28.8% | $15,912-64.2% | $6,918-17.7% |