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 | $44,433 | $111,754-60.2% | $103,333-57.0% | $145,922-69.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 7.60% | 24.77%-17.2pp | 24.88%-17.3pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,393 | $4,212-66.9% | $3,868-64.0% | $4,660-70.1% |
| Participant deferral / active EE | $7,833 | $5,619+39.4% | $5,057+54.9% | $6,688+17.1% |
| Admin fee / account holder | $6,099 | $9,750-37.4% | $8,355-27.0% | $13,397-54.5% |