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 | $47,194 | $85,022-44.5% | $70,515-33.1% | $139,434-66.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | -0.05% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-373.0pp |
| Employer contribution / active EE | $11,309 | $3,909+189.3% | $2,973+280.3% | $4,751+138.0% |
| Participant deferral / active EE | $13,840 | $5,890+135.0% | $4,567+203.1% | $6,710+106.3% |
| Admin fee / account holder | $623 | $8,906-93.0% | $6,412-90.3% | $11,403-94.5% |