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 | $147,018 | $111,754+31.6% | $103,333+42.3% | $145,922+0.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.30% | 24.77%-18.5pp | 24.88%-18.6pp | 561.29%-555.0pp |
| Employer contribution / active EE | $16,195 | $4,212+284.5% | $3,868+318.7% | $4,660+247.6% |
| Participant deferral / active EE | $15,850 | $5,619+182.1% | $5,057+213.4% | $6,688+137.0% |
| Admin fee / account holder | $1,849 | $9,750-81.0% | $8,355-77.9% | $13,397-86.2% |