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 7-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 | $80,375 | $100,041-19.7% | $149,718-46.3% | $70,131+14.6% |
| Participation rate | 87.9% | 83.6%+4.3pp | 87.1%+0.8pp | 69.5%+18.3pp |
| Annual return | 10.18% | 27.43%-17.2pp | 1501.63%-1491.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,148 | $3,662-41.3% | $5,445-60.5% | $2,342-8.3% |
| Participant deferral / active EE | $6,484 | $4,983+30.1% | $6,569-1.3% | $3,332+94.6% |
| Admin fee / account holder | $2,222 | $8,286-73.2% | $11,283-80.3% | $4,645-52.2% |