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 3-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 | $47,217 | $209,336-77.4% | $197,124-76.0% | $137,256-65.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.08% | 48.09%-40.0pp | 44.34%-36.3pp | 220.34%-212.3pp |
| Employer contribution / active EE | $2,760 | $6,591-58.1% | $6,227-55.7% | $4,156-33.6% |
| Participant deferral / active EE | $4,511 | $9,614-53.1% | $9,135-50.6% | $6,407-29.6% |
| Admin fee / account holder | $1,404 | $17,308-91.9% | $16,298-91.4% | $12,270-88.6% |