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 6-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 | $37,532 | $159,901-76.5% | $146,958-74.5% | $145,922-74.3% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 6.04% | 98.13%-92.1pp | 418.34%-412.3pp | 561.29%-555.2pp |
| Employer contribution / active EE | $1,863 | $5,286-64.8% | $4,933-62.2% | $4,660-60.0% |
| Participant deferral / active EE | $7,223 | $8,428-14.3% | $8,070-10.5% | $6,688+8.0% |
| Admin fee / account holder | $1,749 | $15,044-88.4% | $12,998-86.5% | $13,397-86.9% |