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 | $124,425+40.1% | $112,040+55.6% | $137,256+27.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.68% | 24.72%-16.0pp | 24.52%-15.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $12,000 | $3,411+251.8% | $2,954+306.2% | $4,156+188.7% |
| Participant deferral / active EE | $12,000 | $5,718+109.9% | $5,098+135.4% | $6,407+87.3% |
| Admin fee / account holder | $12,512 | $15,207-17.7% | $12,098+3.4% | $12,270+2.0% |