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 8-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 | $51,374 | $87,166-41.1% | $76,735-33.1% | $137,256-62.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 9.78% | 26.50%-16.7pp | 29.77%-20.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,352 | $2,904-53.4% | $2,454-44.9% | $4,156-67.5% |
| Participant deferral / active EE | $6,029 | $4,726+27.6% | $4,088+47.5% | $6,407-5.9% |
| Admin fee / account holder | $3,584 | $8,403-57.3% | $7,189-50.1% | $12,270-70.8% |