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 8-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 | $64,847 | $70,669-8.2% | $169,368-61.7% | $75,163-13.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.42% | 36.36%-22.9pp | 405.60%-392.2pp | 160.62%-147.2pp |
| Employer contribution / active EE | $6,868 | $2,211+210.7% | $4,013+71.2% | $2,670+157.3% |
| Participant deferral / active EE | $4,611 | $4,311+7.0% | $6,221-25.9% | $4,125+11.8% |
| Admin fee / account holder | $4,196 | $5,402-22.3% | $9,003-53.4% | $5,651-25.7% |