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 7-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 | $83,773 | $108,919-23.1% | $100,391-16.6% | $145,922-42.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.65% | 57.88%-48.2pp | 49.20%-39.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $13,323 | $4,419+201.5% | $3,942+238.0% | $4,660+185.9% |
| Participant deferral / active EE | $13,131 | $8,445+55.5% | $8,082+62.5% | $6,688+96.3% |
| Admin fee / account holder | $5,116 | $9,689-47.2% | $7,899-35.2% | $13,397-61.8% |