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 6-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 | $86,729 | $165,984-47.7% | $164,813-47.4% | $145,922-40.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.14% | 100.03%-91.9pp | 69.93%-61.8pp | 561.29%-553.1pp |
| Employer contribution / active EE | $12,074 | $5,273+129.0% | $4,341+178.1% | $4,660+159.1% |
| Participant deferral / active EE | $6,475 | $6,959-7.0% | $6,031+7.3% | $6,688-3.2% |
| Admin fee / account holder | $1,978 | $16,648-88.1% | $12,690-84.4% | $13,397-85.2% |