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 | $32,375 | $183,519-82.4% | $155,509-79.2% | $145,922-77.8% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 7.13% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,294 | $5,313-75.6% | $4,672-72.3% | $4,660-72.2% |
| Participant deferral / active EE | $2,280 | $6,462-64.7% | $5,626-59.5% | $6,688-65.9% |
| Admin fee / account holder | $12,115 | $19,313-37.3% | $15,912-23.9% | $13,397-9.6% |