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 4-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 | $26,463 | $73,933-64.2% | $96,683-72.6% | $75,163-64.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.49% | 26.70%-14.2pp | 35.69%-23.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $6,036 | $2,928+106.2% | $3,737+61.5% | $2,670+126.1% |
| Participant deferral / active EE | $1,595 | $3,659-56.4% | $4,878-67.3% | $4,125-61.3% |
| Admin fee / account holder | $2,425 | $5,216-53.5% | $6,730-64.0% | $5,651-57.1% |