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 | $85,047 | $214,378-60.3% | $200,582-57.6% | $142,382-40.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.01% | 46.41%-42.4pp | 42.33%-38.3pp | 217.08%-213.1pp |
| Employer contribution / active EE | $1,962 | $6,841-71.3% | $6,419-69.4% | $4,299-54.4% |
| Participant deferral / active EE | $22,790 | $9,865+131.0% | $9,331+144.2% | $6,507+250.2% |
| Admin fee / account holder | $2,967 | $17,692-83.2% | $16,305-81.8% | $12,624-76.5% |