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 | $68,451 | $111,754-38.7% | $103,333-33.8% | $145,922-53.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.94% | 24.77%-21.8pp | 24.88%-21.9pp | 561.29%-558.3pp |
| Employer contribution / active EE | $5,319 | $4,212+26.3% | $3,868+37.5% | $4,660+14.2% |
| Participant deferral / active EE | $5,111 | $5,619-9.0% | $5,057+1.1% | $6,688-23.6% |
| Admin fee / account holder | $343 | $9,750-96.5% | $8,355-95.9% | $13,397-97.4% |