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 | $122,458 | $201,272-39.2% | $184,203-33.5% | $145,922-16.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.29% | 29.00%-21.7pp | 28.81%-21.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $16,550 | $7,022+135.7% | $6,427+157.5% | $4,660+255.2% |
| Participant deferral / active EE | $13,150 | $9,806+34.1% | $9,131+44.0% | $6,688+96.6% |
| Admin fee / account holder | $720 | $16,364-95.6% | $13,901-94.8% | $13,397-94.6% |