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 | $61,168 | $102,317-40.2% | $146,958-58.4% | $80,856-24.3% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.2%-3.2pp | 67.6%+11.3pp |
| Annual return | 9.53% | 134.76%-125.2pp | 418.34%-408.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,561 | $3,713-58.0% | $4,933-68.4% | $2,755-43.4% |
| Participant deferral / active EE | $7,242 | $6,644+9.0% | $8,070-10.3% | $4,296+68.6% |
| Admin fee / account holder | $6,104 | $7,941-23.1% | $12,998-53.0% | $6,918-11.8% |