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 4-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 | $79,573 | $159,602-50.1% | $150,045-47.0% | $142,382-44.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.72% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,578 | $4,961-48.0% | $4,693-45.1% | $4,299-40.0% |
| Participant deferral / active EE | $6,755 | $8,310-18.7% | $7,997-15.5% | $6,507+3.8% |
| Admin fee / account holder | $13,239 | $14,846-10.8% | $13,435-1.5% | $12,624+4.9% |