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 | $38,045 | $183,592-79.3% | $155,567-75.5% | $145,959-73.9% |
| Participation rate | 78.3% | 82.7%-4.4pp | 78.2%+0.1pp | 80.3%-2.0pp |
| Annual return | 7.65% | 61.24%-53.6pp | 64.74%-57.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,814 | $5,315-65.9% | $4,674-61.2% | $4,661-61.1% |
| Participant deferral / active EE | $3,804 | $6,464-41.2% | $5,628-32.4% | $6,689-43.1% |
| Admin fee / account holder | $13,311 | $19,318-31.1% | $15,916-16.4% | $13,398-0.6% |