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 | $77,404 | $96,635-19.9% | $86,612-10.6% | $139,434-44.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 7.98% | 106.41%-98.4pp | 591.07%-583.1pp | 372.94%-365.0pp |
| Employer contribution / active EE | $901 | $3,263-72.4% | $3,022-70.2% | $4,751-81.0% |
| Participant deferral / active EE | $1,028 | $4,836-78.7% | $4,438-76.8% | $6,710-84.7% |
| Admin fee / account holder | $924 | $6,408-85.6% | $5,614-83.5% | $11,403-91.9% |