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 | $23,794 | $97,744-75.7% | $103,476-77.0% | $145,922-83.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.12% | 25.41%-16.3pp | 23.90%-14.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,298 | $4,677-50.9% | $4,672-50.8% | $4,660-50.7% |
| Participant deferral / active EE | $7,733 | $6,603+17.1% | $6,623+16.8% | $6,688+15.6% |
| Admin fee / account holder | $764 | $12,515-93.9% | $9,413-91.9% | $13,397-94.3% |