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 | $37,533 | $77,145-51.3% | $108,410-65.4% | $85,850-56.3% |
| Participation rate | 78.1% | 74.7%+3.5pp | 80.1%-2.0pp | 69.3%+8.8pp |
| Annual return | 10.39% | 44.54%-34.2pp | 905.27%-894.9pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,987 | $2,379+25.5% | $3,558-16.1% | $2,565+16.4% |
| Participant deferral / active EE | $5,282 | $5,566-5.1% | $6,563-19.5% | $3,952+33.7% |
| Admin fee / account holder | $2,023 | $5,172-60.9% | $7,295-72.3% | $6,260-67.7% |