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 5-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 | $75,237 | $214,378-64.9% | $200,582-62.5% | $142,382-47.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 10.25% | 46.41%-36.2pp | 42.33%-32.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,315 | $6,841-51.5% | $6,419-48.3% | $4,299-22.9% |
| Participant deferral / active EE | $9,827 | $9,865-0.4% | $9,331+5.3% | $6,507+51.0% |
| Admin fee / account holder | $310 | $17,692-98.3% | $16,305-98.1% | $12,624-97.5% |