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 | $12,739 | $106,584-88.0% | $101,326-87.4% | $142,382-91.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.61% | 36.93%-24.3pp | 36.82%-24.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,449 | $3,956-38.1% | $3,665-33.2% | $4,299-43.0% |
| Participant deferral / active EE | $7,095 | $8,297-14.5% | $7,994-11.2% | $6,507+9.0% |
| Admin fee / account holder | $2,872 | $11,446-74.9% | $11,185-74.3% | $12,624-77.2% |