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 3-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 | $83,138 | $117,983-29.5% | $101,794-18.3% | $142,382-41.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.94% | 36.92%-28.0pp | 30.53%-21.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $10,332 | $2,773+272.6% | $2,289+351.4% | $4,299+140.3% |
| Participant deferral / active EE | $15,667 | $4,714+232.4% | $4,084+283.6% | $6,507+140.8% |
| Admin fee / account holder | $309 | $10,433-97.0% | $8,777-96.5% | $12,624-97.6% |