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 5-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 | $108,095 | $111,754-3.3% | $103,333+4.6% | $145,922-25.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.73% | 24.77%-17.0pp | 24.88%-17.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,717 | $4,212-35.5% | $3,868-29.8% | $4,660-41.7% |
| Participant deferral / active EE | $31,000 | $5,619+451.7% | $5,057+513.0% | $6,688+363.5% |
| Admin fee / account holder | $9,545 | $9,750-2.1% | $8,355+14.2% | $13,397-28.8% |