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 | $13,632 | $172,111-92.1% | $150,298-90.9% | $137,256-90.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 5.42% | 69.37%-64.0pp | 62.79%-57.4pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,560 | $4,636-66.4% | $4,154-62.5% | $4,156-62.5% |
| Participant deferral / active EE | $3,786 | $6,166-38.6% | $5,453-30.6% | $6,407-40.9% |
| Admin fee / account holder | $1,460 | $16,471-91.1% | $14,116-89.7% | $12,270-88.1% |