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 6-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 | $217,646 | $124,281+75.1% | $109,143+99.4% | $167,490+29.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.52% | 26.04%-21.5pp | 25.75%-21.2pp | 478.56%-474.0pp |
| Employer contribution / active EE | $3,543 | $4,207-15.8% | $3,722-4.8% | $4,837-26.8% |
| Participant deferral / active EE | $7,786 | $5,255+48.2% | $4,653+67.3% | $6,341+22.8% |
| Admin fee / account holder | $563 | $7,970-92.9% | $6,752-91.7% | $12,309-95.4% |