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 9-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 | $94,216 | $58,851+60.1% | $115,157-18.2% | $72,985+29.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 1.63% | 23.16%-21.5pp | 35.60%-34.0pp | 81.00%-79.4pp |
| Employer contribution / active EE | $15,019 | $1,798+735.3% | $3,179+372.5% | $2,440+515.6% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,729 | $6,370-57.2% | $7,088-61.5% | $5,124-46.7% |