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 5-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 | $50,793 | $99,918-49.2% | $81,382-37.6% | $145,922-65.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.45% | 34.32%-26.9pp | 24.73%-17.3pp | 561.29%-553.8pp |
| Employer contribution / active EE | $21,084 | $2,978+608.1% | $2,463+756.1% | $4,660+352.5% |
| Participant deferral / active EE | $13,799 | $4,605+199.7% | $3,883+255.4% | $6,688+106.3% |
| Admin fee / account holder | $1,322 | $8,212-83.9% | $5,768-77.1% | $13,397-90.1% |