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 3-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 | $60,794 | $127,065-52.2% | $113,168-46.3% | $142,382-57.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.11% | 24.03%-14.9pp | 24.27%-15.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $5,848 | $3,442+69.9% | $2,975+96.5% | $4,299+36.0% |
| Participant deferral / active EE | $10,995 | $5,716+92.3% | $5,107+115.3% | $6,507+69.0% |
| Admin fee / account holder | $34,760 | $15,736+120.9% | $12,068+188.0% | $12,624+175.4% |