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 | $35,444 | $162,781-78.2% | $133,956-73.5% | $158,922-77.7% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 4.22% | 41.94%-37.7pp | 45.09%-40.9pp | 302.83%-298.6pp |
| Employer contribution / active EE | $6,967 | $4,975+40.0% | $3,919+77.8% | $4,761+46.3% |
| Participant deferral / active EE | $5,179 | $5,911-12.4% | $5,048+2.6% | $5,982-13.4% |
| Admin fee / account holder | $351 | $11,736-97.0% | $8,927-96.1% | $11,246-96.9% |