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 | $95,266-46.1% | $82,389-37.6% | $142,382-63.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.78% | 25.74%-16.0pp | 28.67%-18.9pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,352 | $2,991-54.8% | $2,517-46.3% | $4,299-68.6% |
| Participant deferral / active EE | $6,029 | $4,809+25.4% | $4,155+45.1% | $6,507-7.3% |
| Admin fee / account holder | $3,584 | $8,563-58.1% | $7,231-50.4% | $12,624-71.6% |