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 | $44,700 | $127,065-64.8% | $113,168-60.5% | $142,382-68.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.60% | 24.03%-16.4pp | 24.27%-16.7pp | 217.08%-209.5pp |
| Employer contribution / active EE | $3,931 | $3,442+14.2% | $2,975+32.1% | $4,299-8.6% |
| Participant deferral / active EE | $5,027 | $5,716-12.1% | $5,107-1.6% | $6,507-22.7% |
| Admin fee / account holder | $2,729 | $15,736-82.7% | $12,068-77.4% | $12,624-78.4% |