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 | $64,281 | $91,538-29.8% | $129,995-50.6% | $75,163-14.5% |
| Participation rate | 95.2% | 71.4%+23.8pp | 78.5%+16.8pp | 67.2%+28.0pp |
| Annual return | 6.31% | -631.11%+637.4pp | -137.18%+143.5pp | 160.62%-154.3pp |
| Employer contribution / active EE | $6,805 | $2,845+139.2% | $4,320+57.5% | $2,670+154.9% |
| Participant deferral / active EE | $4,457 | $4,341+2.7% | $5,820-23.4% | $4,125+8.0% |
| Admin fee / account holder | $2,472 | $6,790-63.6% | $10,614-76.7% | $5,651-56.3% |