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 | $15,906 | $111,754-85.8% | $103,333-84.6% | $145,922-89.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.88% | 24.77%-16.9pp | 24.88%-17.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $6,207 | $4,212+47.3% | $3,868+60.5% | $4,660+33.2% |
| Participant deferral / active EE | $16,564 | $5,619+194.8% | $5,057+227.5% | $6,688+147.7% |
| Admin fee / account holder | $2,301 | $9,750-76.4% | $8,355-72.5% | $13,397-82.8% |