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 | $21,567 | $110,261-80.4% | $95,745-77.5% | $139,434-84.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.36% | 27.11%-22.7pp | 28.35%-24.0pp | 372.94%-368.6pp |
| Employer contribution / active EE | $1,157 | $3,257-64.5% | $2,835-59.2% | $4,751-75.6% |
| Participant deferral / active EE | $20,130 | $4,676+330.5% | $4,245+374.3% | $6,710+200.0% |
| Admin fee / account holder | $950 | $6,613-85.6% | $5,678-83.3% | $11,403-91.7% |