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 5-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 | $127,955 | $49,922+156.3% | $80,569+58.8% | $75,163+70.2% |
| Participation rate | 96.0% | 55.3%+40.7pp | 67.0%+29.0pp | 67.2%+28.8pp |
| Annual return | 14.02% | 34.69%-20.7pp | 935.43%-921.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,617 | $1,698-4.8% | $2,723-40.6% | $2,670-39.4% |
| Participant deferral / active EE | $3,233 | $2,990+8.1% | $4,447-27.3% | $4,125-21.6% |
| Admin fee / account holder | $2,283 | $3,577-36.2% | $5,377-57.5% | $5,651-59.6% |