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 4-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 | $21,945 | $183,592-88.0% | $155,567-85.9% | $145,959-85.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 5.35% | 61.24%-55.9pp | 64.74%-59.4pp | 561.95%-556.6pp |
| Employer contribution / active EE | $1,194 | $5,315-77.5% | $4,674-74.5% | $4,661-74.4% |
| Participant deferral / active EE | $11,268 | $6,464+74.3% | $5,628+100.2% | $6,689+68.5% |
| Admin fee / account holder | $13,898 | $19,318-28.1% | $15,916-12.7% | $13,398+3.7% |