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 | $73,934 | $177,572-58.4% | $154,803-52.2% | $142,382-48.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.13% | 65.07%-53.9pp | 58.88%-47.8pp | 217.08%-205.9pp |
| Employer contribution / active EE | $6,945 | $4,810+44.4% | $4,305+61.3% | $4,299+61.5% |
| Participant deferral / active EE | $7,321 | $6,272+16.7% | $5,540+32.1% | $6,507+12.5% |
| Admin fee / account holder | $38,123 | $16,786+127.1% | $14,329+166.1% | $12,624+202.0% |