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 | $39,813 | $183,519-78.3% | $155,509-74.4% | $145,922-72.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.32% | 61.17%-53.8pp | 64.67%-57.4pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,929 | $5,313-63.7% | $4,672-58.7% | $4,660-58.6% |
| Participant deferral / active EE | $6,563 | $6,462+1.5% | $5,626+16.6% | $6,688-1.9% |
| Admin fee / account holder | $585 | $19,313-97.0% | $15,912-96.3% | $13,397-95.6% |