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 | $28,563 | $78,672-63.7% | $109,143-73.8% | $85,850-66.7% |
| Participation rate | 96.3% | 68.3%+28.0pp | 75.9%+20.4pp | 69.3%+27.0pp |
| Annual return | 10.94% | 25.09%-14.1pp | 25.75%-14.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $7,984 | $2,735+191.9% | $3,722+114.5% | $2,565+211.2% |
| Participant deferral / active EE | $3,221 | $3,467-7.1% | $4,653-30.8% | $3,952-18.5% |
| Admin fee / account holder | $449 | $5,469-91.8% | $6,752-93.4% | $6,260-92.8% |