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 | $44,111 | $111,814-60.5% | $103,374-57.3% | $145,959-69.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.76% | 24.77%-16.0pp | 24.89%-16.1pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,859 | $4,214-55.9% | $3,869-51.9% | $4,661-60.1% |
| Participant deferral / active EE | $9,610 | $5,618+71.1% | $5,058+90.0% | $6,689+43.7% |
| Admin fee / account holder | $472 | $9,754-95.2% | $8,394-94.4% | $13,398-96.5% |