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 | $35,729 | $89,355-60.0% | $141,162-74.7% | $72,985-51.0% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 17.43% | 111.85%-94.4pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $2,251 | $3,114-27.7% | $4,735-52.5% | $2,440-7.8% |
| Participant deferral / active EE | $4,286 | $5,418-20.9% | $6,709-36.1% | $3,607+18.8% |
| Admin fee / account holder | $390 | $5,958-93.5% | $10,261-96.2% | $5,124-92.4% |