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 | $47,123 | $137,414-65.7% | $189,513-75.1% | $85,850-45.1% |
| Participation rate | 77.8% | 84.6%-6.8pp | 87.8%-10.0pp | 69.3%+8.5pp |
| Annual return | 11.25% | 38.14%-26.9pp | 555.15%-543.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,410 | $4,344-44.5% | $6,162-60.9% | $2,565-6.0% |
| Participant deferral / active EE | $5,200 | $6,260-16.9% | $8,221-36.7% | $3,952+31.6% |
| Admin fee / account holder | $1,895 | $8,630-78.0% | $12,045-84.3% | $6,260-69.7% |