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 | $70,418 | $209,336-66.4% | $197,124-64.3% | $137,256-48.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.61% | 48.09%-39.5pp | 44.34%-35.7pp | 220.34%-211.7pp |
| Employer contribution / active EE | $3,152 | $6,591-52.2% | $6,227-49.4% | $4,156-24.2% |
| Participant deferral / active EE | $4,469 | $9,614-53.5% | $9,135-51.1% | $6,407-30.2% |
| Admin fee / account holder | $33,505 | $17,308+93.6% | $16,298+105.6% | $12,270+173.1% |