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 | $41,306 | $183,592-77.5% | $155,567-73.4% | $145,959-71.7% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 4.69% | 61.24%-56.5pp | 64.74%-60.0pp | 561.95%-557.3pp |
| Employer contribution / active EE | $1,504 | $5,315-71.7% | $4,674-67.8% | $4,661-67.7% |
| Participant deferral / active EE | $1,835 | $6,464-71.6% | $5,628-67.4% | $6,689-72.6% |
| Admin fee / account holder | $591 | $19,318-96.9% | $15,916-96.3% | $13,398-95.6% |