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 7-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 | $34,203 | $154,117-77.8% | $129,995-73.7% | $139,434-75.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 7.69% | 32.48%-24.8pp | -137.18%+144.9pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,844 | $5,289-46.2% | $4,320-34.2% | $4,751-40.1% |
| Participant deferral / active EE | $8,948 | $6,710+33.4% | $5,820+53.7% | $6,710+33.3% |
| Admin fee / account holder | $2,962 | $14,007-78.9% | $10,614-72.1% | $11,403-74.0% |