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 6-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 | $123,485 | $176,812-30.2% | $146,665-15.8% | $167,490-26.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.38% | 24.03%-15.7pp | 22.74%-14.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $22,835 | $5,160+342.5% | $4,136+452.1% | $4,837+372.0% |
| Participant deferral / active EE | $13,925 | $6,440+116.2% | $5,506+152.9% | $6,341+119.6% |
| Admin fee / account holder | $1,820 | $13,259-86.3% | $10,280-82.3% | $12,309-85.2% |