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 | $45,025 | $111,754-59.7% | $103,333-56.4% | $145,922-69.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 8.64% | 24.77%-16.1pp | 24.88%-16.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $6,972 | $4,212+65.5% | $3,868+80.3% | $4,660+49.6% |
| Participant deferral / active EE | $3,119 | $5,619-44.5% | $5,057-38.3% | $6,688-53.4% |
| Admin fee / account holder | $432 | $9,750-95.6% | $8,355-94.8% | $13,397-96.8% |