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 | $99,437 | $118,680-16.2% | $98,907+0.5% | $158,922-37.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 3.06% | 372.35%-369.3pp | 196.43%-193.4pp | 302.83%-299.8pp |
| Employer contribution / active EE | $3,158 | $3,333-5.2% | $2,689+17.5% | $4,761-33.7% |
| Participant deferral / active EE | $4,091 | $5,088-19.6% | $4,244-3.6% | $5,982-31.6% |
| Admin fee / account holder | $2,442 | $10,131-75.9% | $6,642-63.2% | $11,246-78.3% |