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 | $19,187 | $159,602-88.0% | $150,045-87.2% | $142,382-86.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 11.50% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $963 | $4,961-80.6% | $4,693-79.5% | $4,299-77.6% |
| Participant deferral / active EE | $8,154 | $8,310-1.9% | $7,997+2.0% | $6,507+25.3% |
| Admin fee / account holder | $729 | $14,846-95.1% | $13,435-94.6% | $12,624-94.2% |