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 | $33,995 | $172,478-80.3% | $145,661-76.7% | $142,382-76.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 7.33% | 151.09%-143.8pp | 101.46%-94.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,245 | $4,899-74.6% | $4,238-70.6% | $4,299-71.0% |
| Participant deferral / active EE | $2,748 | $8,348-67.1% | $7,198-61.8% | $6,507-57.8% |
| Admin fee / account holder | $1,202 | $16,864-92.9% | $12,466-90.4% | $12,624-90.5% |