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 | $124,425-51.1% | $112,040-45.7% | $137,256-55.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.11% | 24.72%-15.6pp | 24.52%-15.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $5,848 | $3,411+71.4% | $2,954+98.0% | $4,156+40.7% |
| Participant deferral / active EE | $10,995 | $5,718+92.3% | $5,098+115.7% | $6,407+71.6% |
| Admin fee / account holder | $34,760 | $15,207+128.6% | $12,098+187.3% | $12,270+183.3% |