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 | $54,748 | $111,814-51.0% | $103,374-47.0% | $145,959-62.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.81% | 24.77%-20.0pp | 24.89%-20.1pp | 561.95%-557.1pp |
| Employer contribution / active EE | $1,192 | $4,214-71.7% | $3,869-69.2% | $4,661-74.4% |
| Participant deferral / active EE | $7,678 | $5,618+36.7% | $5,058+51.8% | $6,689+14.8% |
| Admin fee / account holder | $3,937 | $9,754-59.6% | $8,394-53.1% | $13,398-70.6% |