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 | $32,913 | $169,032-80.5% | $129,207-74.5% | $145,922-77.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.27% | 14330.11%-14324.8pp | 9417.33%-9412.1pp | 561.29%-556.0pp |
| Employer contribution / active EE | $7,739 | $5,537+39.8% | $4,153+86.3% | $4,660+66.1% |
| Participant deferral / active EE | $5,944 | $4,987+19.2% | $4,168+42.6% | $6,688-11.1% |
| Admin fee / account holder | $494 | $9,954-95.0% | $7,715-93.6% | $13,397-96.3% |