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 | $79,617 | $214,378-62.9% | $200,582-60.3% | $142,382-44.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 9.25% | 46.41%-37.2pp | 42.33%-33.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $3,011 | $6,841-56.0% | $6,419-53.1% | $4,299-30.0% |
| Participant deferral / active EE | $11,675 | $9,865+18.3% | $9,331+25.1% | $6,507+79.4% |
| Admin fee / account holder | $11,689 | $17,692-33.9% | $16,305-28.3% | $12,624-7.4% |