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 3-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 | $46,308 | $111,535-58.5% | $105,223-56.0% | $137,256-66.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.19% | 237.85%-230.7pp | 180.65%-173.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $14,339 | $3,939+264.0% | $3,689+288.8% | $4,156+245.0% |
| Participant deferral / active EE | $15,583 | $5,500+183.3% | $5,072+207.3% | $6,407+143.2% |
| Admin fee / account holder | $6,007 | $9,721-38.2% | $8,859-32.2% | $12,270-51.0% |