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 10-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 | $72,675 | $214,378-66.1% | $200,582-63.8% | $142,382-49.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.59% | 46.41%-41.8pp | 42.33%-37.7pp | 217.08%-212.5pp |
| Employer contribution / active EE | $4,526 | $6,841-33.8% | $6,419-29.5% | $4,299+5.3% |
| Participant deferral / active EE | $13,518 | $9,865+37.0% | $9,331+44.9% | $6,507+107.7% |
| Admin fee / account holder | $71,658 | $17,692+305.0% | $16,305+339.5% | $12,624+467.6% |