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 | $28,299 | $148,534-80.9% | $135,903-79.2% | $139,434-79.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.01% | 79.19%-73.2pp | 68.23%-62.2pp | 372.94%-366.9pp |
| Employer contribution / active EE | $5,132 | $5,243-2.1% | $4,856+5.7% | $4,751+8.0% |
| Participant deferral / active EE | $11,639 | $8,100+43.7% | $7,758+50.0% | $6,710+73.5% |
| Admin fee / account holder | $2,457 | $12,400-80.2% | $10,762-77.2% | $11,403-78.5% |