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 | $45,701 | $159,901-71.4% | $146,958-68.9% | $145,922-68.7% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.1pp | 80.3%+3.9pp |
| Annual return | 5.82% | 98.13%-92.3pp | 418.34%-412.5pp | 561.29%-555.5pp |
| Employer contribution / active EE | $6,198 | $5,286+17.3% | $4,933+25.6% | $4,660+33.0% |
| Participant deferral / active EE | $3,658 | $8,428-56.6% | $8,070-54.7% | $6,688-45.3% |
| Admin fee / account holder | $502 | $15,044-96.7% | $12,998-96.1% | $13,397-96.3% |