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 3-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 | $129,194 | $74,888+72.5% | $71,209+81.4% | $142,382-9.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 11.90% | 345.14%-333.2pp | 282.51%-270.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,490 | $2,854-47.8% | $2,721-45.2% | $4,299-65.3% |
| Participant deferral / active EE | $4,557 | $4,454+2.3% | $4,175+9.2% | $6,507-30.0% |
| Admin fee / account holder | $1,890 | $5,568-66.1% | $5,349-64.7% | $12,624-85.0% |