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 | $54,595 | $179,726-69.6% | $156,263-65.1% | $142,382-61.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 0.65% | 77.86%-77.2pp | 59.47%-58.8pp | 217.08%-216.4pp |
| Employer contribution / active EE | $8,942 | $5,069+76.4% | $4,333+106.4% | $4,299+108.0% |
| Participant deferral / active EE | $20,593 | $6,956+196.0% | $6,158+234.4% | $6,507+216.5% |
| Admin fee / account holder | $50,430 | $17,272+192.0% | $14,255+253.8% | $12,624+299.5% |