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 | $61,765 | $70,606-12.5% | $53,898+14.6% | $142,382-56.6% |
| Participation rate | 77.8% | 63.7%+14.1pp | 55.0%+22.8pp | 80.1%-2.3pp |
| Annual return | 6.83% | 619.81%-613.0pp | 528.60%-521.8pp | 217.08%-210.2pp |
| Employer contribution / active EE | $948 | $1,202-21.1% | $932+1.7% | $4,299-77.9% |
| Participant deferral / active EE | $4,106 | $2,364+73.7% | $1,826+124.8% | $6,507-36.9% |
| Admin fee / account holder | $7,617 | $2,852+167.1% | $2,491+205.8% | $12,624-39.7% |