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 4-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 | $107,449 | $210,408-48.9% | $153,485-30.0% | $145,922-26.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.04% | 13.37%-5.3pp | 15.65%-7.6pp | 561.29%-553.2pp |
| Employer contribution / active EE | $5,669 | $6,048-6.3% | $5,039+12.5% | $4,660+21.7% |
| Participant deferral / active EE | $12,000 | $7,975+50.5% | $6,757+77.6% | $6,688+79.4% |
| Admin fee / account holder | $3,421 | $19,419-82.4% | $12,724-73.1% | $13,397-74.5% |