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 7-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 | $25,344 | $110,257-77.0% | $96,544-73.7% | $139,434-81.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 2.72% | 26.32%-23.6pp | 25.84%-23.1pp | 372.94%-370.2pp |
| Employer contribution / active EE | $2,120 | $3,620-41.4% | $2,965-28.5% | $4,751-55.4% |
| Participant deferral / active EE | $4,869 | $5,548-12.2% | $4,851+0.4% | $6,710-27.4% |
| Admin fee / account holder | $577 | $11,591-95.0% | $8,252-93.0% | $11,403-94.9% |