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 5-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 | $28,539 | $99,877-71.4% | $84,966-66.4% | $145,922-80.4% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 5.60% | 83.76%-78.2pp | 66.38%-60.8pp | 561.29%-555.7pp |
| Employer contribution / active EE | $2,104 | $3,231-34.9% | $2,727-22.8% | $4,660-54.8% |
| Participant deferral / active EE | $6,389 | $5,291+20.8% | $4,519+41.4% | $6,688-4.5% |
| Admin fee / account holder | $1,121 | $7,248-84.5% | $6,149-81.8% | $13,397-91.6% |