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 | $63,366 | $177,572-64.3% | $154,803-59.1% | $142,382-55.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.63% | 65.07%-62.4pp | 58.88%-56.3pp | 217.08%-214.4pp |
| Employer contribution / active EE | $10,758 | $4,810+123.6% | $4,305+149.9% | $4,299+150.2% |
| Participant deferral / active EE | $3,569 | $6,272-43.1% | $5,540-35.6% | $6,507-45.2% |
| Admin fee / account holder | $7,117 | $16,786-57.6% | $14,329-50.3% | $12,624-43.6% |