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 9-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 | $88,515 | $159,602-44.5% | $150,045-41.0% | $142,382-37.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 2.00% | 70.24%-68.2pp | 62.55%-60.5pp | 217.08%-215.1pp |
| Employer contribution / active EE | $2,333 | $4,961-53.0% | $4,693-50.3% | $4,299-45.7% |
| Participant deferral / active EE | $21,949 | $8,310+164.1% | $7,997+174.5% | $6,507+237.3% |
| Admin fee / account holder | $4,100 | $14,846-72.4% | $13,435-69.5% | $12,624-67.5% |