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 | $33,315 | $118,450-71.9% | $98,439-66.2% | $139,434-76.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.03% | 18.94%-10.9pp | 21.16%-13.1pp | 372.94%-364.9pp |
| Employer contribution / active EE | $8,996 | $3,609+149.2% | $3,048+195.1% | $4,751+89.4% |
| Participant deferral / active EE | $3,777 | $5,392-30.0% | $4,738-20.3% | $6,710-43.7% |
| Admin fee / account holder | $1,098 | $14,026-92.2% | $8,948-87.7% | $11,403-90.4% |