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 8-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 | $44,382 | $77,899-43.0% | $149,673-70.3% | $75,163-41.0% |
| Participation rate | 81.8% | 65.6%+16.2pp | 78.8%+3.1pp | 67.2%+14.6pp |
| Annual return | 1.47% | 31.72%-30.3pp | 134.42%-132.9pp | 160.62%-159.1pp |
| Employer contribution / active EE | $5,114 | $3,137+63.0% | $4,818+6.2% | $2,670+91.6% |
| Participant deferral / active EE | $4,682 | $3,411+37.3% | $5,680-17.6% | $4,125+13.5% |
| Admin fee / account holder | $615 | $5,956-89.7% | $13,210-95.3% | $5,651-89.1% |