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 6-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 | $89,285 | $78,672+13.5% | $109,143-18.2% | $85,850+4.0% |
| Participation rate | 96.2% | 68.3%+28.0pp | 75.9%+20.3pp | 69.3%+26.9pp |
| Annual return | 6.47% | 25.09%-18.6pp | 25.75%-19.3pp | 318.53%-312.1pp |
| Employer contribution / active EE | $4,483 | $2,735+63.9% | $3,722+20.5% | $2,565+74.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $929 | $5,469-83.0% | $6,752-86.2% | $6,260-85.2% |