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 6-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 | $25,738 | $105,126-75.5% | $94,646-72.8% | $139,434-81.5% |
| Participation rate | 95.5% | 82.4%+13.1pp | 80.8%+14.6pp | 80.3%+15.1pp |
| Annual return | 8.96% | 38.03%-29.1pp | 156.71%-147.8pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,107 | $4,106-73.0% | $3,672-69.9% | $4,751-76.7% |
| Participant deferral / active EE | $3,654 | $7,599-51.9% | $7,418-50.7% | $6,710-45.5% |
| Admin fee / account holder | $1,439 | $8,984-84.0% | $7,231-80.1% | $11,403-87.4% |