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 | $179,726-51.8% | $156,263-44.6% | $142,382-39.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.49% | 77.86%-73.4pp | 59.47%-55.0pp | 217.08%-212.6pp |
| Employer contribution / active EE | $3,761 | $5,069-25.8% | $4,333-13.2% | $4,299-12.5% |
| Participant deferral / active EE | $18,291 | $6,956+162.9% | $6,158+197.0% | $6,507+181.1% |
| Admin fee / account holder | $8,766 | $17,272-49.2% | $14,255-38.5% | $12,624-30.6% |