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 | $122,002 | $108,919+12.0% | $100,391+21.5% | $145,922-16.4% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 4.75% | 57.88%-53.1pp | 49.20%-44.5pp | 561.29%-556.5pp |
| Employer contribution / active EE | $1,253 | $4,419-71.7% | $3,942-68.2% | $4,660-73.1% |
| Participant deferral / active EE | $11,570 | $8,445+37.0% | $8,082+43.2% | $6,688+73.0% |
| Admin fee / account holder | $5,183 | $9,689-46.5% | $7,899-34.4% | $13,397-61.3% |