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 8-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 | $33,825 | $107,934-68.7% | $91,989-63.2% | $152,861-77.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 4.97% | 89.24%-84.3pp | 69.02%-64.0pp | 345.32%-340.3pp |
| Employer contribution / active EE | $3,802 | $4,210-9.7% | $3,452+10.1% | $4,762-20.2% |
| Participant deferral / active EE | $3,051 | $6,364-52.1% | $5,923-48.5% | $5,850-47.8% |
| Admin fee / account holder | $522 | $10,520-95.0% | $7,743-93.3% | $11,596-95.5% |