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 4-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 | $174,320 | $127,065+37.2% | $113,168+54.0% | $142,382+22.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.68% | 24.03%-15.4pp | 24.27%-15.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $12,000 | $3,442+248.6% | $2,975+303.3% | $4,299+179.1% |
| Participant deferral / active EE | $12,000 | $5,716+109.9% | $5,107+135.0% | $6,507+84.4% |
| Admin fee / account holder | $12,512 | $15,736-20.5% | $12,068+3.7% | $12,624-0.9% |