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 4-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 | $63,432 | $183,519-65.4% | $155,509-59.2% | $145,922-56.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.75% | 61.17%-54.4pp | 64.67%-57.9pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,304 | $5,313-56.6% | $4,672-50.7% | $4,660-50.6% |
| Participant deferral / active EE | $16,547 | $6,462+156.1% | $5,626+194.1% | $6,688+147.4% |
| Admin fee / account holder | $499 | $19,313-97.4% | $15,912-96.9% | $13,397-96.3% |