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 | $179,960 | $201,272-10.6% | $184,203-2.3% | $145,922+23.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.67% | 29.00%-23.3pp | 28.81%-23.1pp | 561.29%-555.6pp |
| Employer contribution / active EE | $3,013 | $7,022-57.1% | $6,427-53.1% | $4,660-35.3% |
| Participant deferral / active EE | $17,444 | $9,806+77.9% | $9,131+91.0% | $6,688+160.8% |
| Admin fee / account holder | $35,329 | $16,364+115.9% | $13,901+154.1% | $13,397+163.7% |