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 | $31,252 | $70,669-55.8% | $169,368-81.5% | $75,163-58.4% |
| Participation rate | 97.1% | 64.8%+32.4pp | 77.1%+20.0pp | 67.2%+30.0pp |
| Annual return | 13.73% | 36.36%-22.6pp | 405.60%-391.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,879 | $2,211+30.2% | $4,013-28.3% | $2,670+7.8% |
| Participant deferral / active EE | $1,701 | $4,311-60.5% | $6,221-72.7% | $4,125-58.8% |
| Admin fee / account holder | $633 | $5,402-88.3% | $9,003-93.0% | $5,651-88.8% |