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 | $85,712 | $111,754-23.3% | $103,333-17.1% | $145,922-41.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.32% | 24.77%-23.5pp | 24.88%-23.6pp | 561.29%-560.0pp |
| Employer contribution / active EE | $10,662 | $4,212+153.1% | $3,868+175.7% | $4,660+128.8% |
| Participant deferral / active EE | $7,318 | $5,619+30.2% | $5,057+44.7% | $6,688+9.4% |
| Admin fee / account holder | $3,003 | $9,750-69.2% | $8,355-64.1% | $13,397-77.6% |