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 | $45,308 | $159,602-71.6% | $150,045-69.8% | $142,382-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.81% | 70.24%-62.4pp | 62.55%-54.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $2,219 | $4,961-55.3% | $4,693-52.7% | $4,299-48.4% |
| Participant deferral / active EE | $2,556 | $8,310-69.2% | $7,997-68.0% | $6,507-60.7% |
| Admin fee / account holder | $36,062 | $14,846+142.9% | $13,435+168.4% | $12,624+185.7% |