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 8-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 | $56,052 | $115,770-51.6% | $101,248-44.6% | $158,922-64.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.87% | 56.14%-53.3pp | 46.47%-43.6pp | 302.83%-300.0pp |
| Employer contribution / active EE | $17,936 | $4,175+329.7% | $3,660+390.1% | $4,761+276.7% |
| Participant deferral / active EE | $13,442 | $4,957+171.2% | $4,370+207.6% | $5,982+124.7% |
| Admin fee / account holder | $41,548 | $7,245+473.5% | $5,945+598.8% | $11,246+269.5% |