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 3-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 | $33,933 | $183,519-81.5% | $155,509-78.2% | $145,922-76.7% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 8.62% | 61.17%-52.5pp | 64.67%-56.1pp | 561.29%-552.7pp |
| Employer contribution / active EE | $5,742 | $5,313+8.1% | $4,672+22.9% | $4,660+23.2% |
| Participant deferral / active EE | $3,955 | $6,462-38.8% | $5,626-29.7% | $6,688-40.9% |
| Admin fee / account holder | $541 | $19,313-97.2% | $15,912-96.6% | $13,397-96.0% |