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 | $86,641 | $178,174-51.4% | $156,181-44.5% | $137,256-36.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 4.49% | 84.19%-79.7pp | 64.87%-60.4pp | 220.34%-215.8pp |
| Employer contribution / active EE | $3,761 | $4,972-24.4% | $4,294-12.4% | $4,156-9.5% |
| Participant deferral / active EE | $18,291 | $6,888+165.5% | $6,132+198.3% | $6,407+185.5% |
| Admin fee / account holder | $8,766 | $17,404-49.6% | $14,586-39.9% | $12,270-28.6% |