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 | $114,381-59.5% | $107,525-56.9% | $142,382-67.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.19% | 242.71%-235.5pp | 181.32%-174.1pp | 217.08%-209.9pp |
| Employer contribution / active EE | $14,339 | $4,015+257.2% | $3,754+282.0% | $4,299+233.5% |
| Participant deferral / active EE | $15,583 | $5,564+180.1% | $5,116+204.6% | $6,507+139.5% |
| Admin fee / account holder | $6,007 | $9,860-39.1% | $8,919-32.6% | $12,624-52.4% |