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 8-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 | $53,870 | $183,519-70.6% | $155,509-65.4% | $145,922-63.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.87% | 61.17%-55.3pp | 64.67%-58.8pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,516 | $5,313-71.5% | $4,672-67.6% | $4,660-67.5% |
| Participant deferral / active EE | $11,604 | $6,462+79.6% | $5,626+106.3% | $6,688+73.5% |
| Admin fee / account holder | $3,155 | $19,313-83.7% | $15,912-80.2% | $13,397-76.5% |