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 | $93,608 | $165,984-43.6% | $164,813-43.2% | $145,922-35.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.23% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $3,119 | $5,273-40.8% | $4,341-28.1% | $4,660-33.1% |
| Participant deferral / active EE | $4,186 | $6,959-39.8% | $6,031-30.6% | $6,688-37.4% |
| Admin fee / account holder | $5,823 | $16,648-65.0% | $12,690-54.1% | $13,397-56.5% |