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 | $45,837 | $110,261-58.4% | $95,745-52.1% | $139,434-67.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.91% | 27.11%-20.2pp | 28.35%-21.4pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,888 | $3,257-11.3% | $2,835+1.9% | $4,751-39.2% |
| Participant deferral / active EE | $8,590 | $4,676+83.7% | $4,245+102.4% | $6,710+28.0% |
| Admin fee / account holder | $326 | $6,613-95.1% | $5,678-94.3% | $11,403-97.1% |