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 | $106,454 | $111,754-4.7% | $103,333+3.0% | $145,922-27.0% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 8.13% | 24.77%-16.6pp | 24.88%-16.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $3,201 | $4,212-24.0% | $3,868-17.2% | $4,660-31.3% |
| Participant deferral / active EE | $16,216 | $5,619+188.6% | $5,057+220.6% | $6,688+142.5% |
| Admin fee / account holder | $14,860 | $9,750+52.4% | $8,355+77.9% | $13,397+10.9% |