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 7-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 | $54,758 | $79,449-31.1% | $189,557-71.1% | $85,850-36.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 7.50% | 18.45%-10.9pp | 64.17%-56.7pp | 318.53%-311.0pp |
| Employer contribution / active EE | $6,215 | $2,081+198.7% | $4,412+40.9% | $2,565+142.3% |
| Participant deferral / active EE | $3,254 | $4,051-19.7% | $6,174-47.3% | $3,952-17.7% |
| Admin fee / account holder | $952 | $5,377-82.3% | $9,807-90.3% | $6,260-84.8% |