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 | $109,093 | $111,754-2.4% | $103,333+5.6% | $145,922-25.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.83% | 24.77%-19.9pp | 24.88%-20.1pp | 561.29%-556.5pp |
| Employer contribution / active EE | $3,090 | $4,212-26.6% | $3,868-20.1% | $4,660-33.7% |
| Participant deferral / active EE | $6,932 | $5,619+23.4% | $5,057+37.1% | $6,688+3.6% |
| Admin fee / account holder | $595 | $9,750-93.9% | $8,355-92.9% | $13,397-95.6% |