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 | $116,285 | $159,602-27.1% | $150,045-22.5% | $142,382-18.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.24% | 70.24%-59.0pp | 62.55%-51.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,159 | $4,961-36.3% | $4,693-32.7% | $4,299-26.5% |
| Participant deferral / active EE | $4,957 | $8,310-40.4% | $7,997-38.0% | $6,507-23.8% |
| Admin fee / account holder | $12,106 | $14,846-18.5% | $13,435-9.9% | $12,624-4.1% |