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 | $133,301 | $201,272-33.8% | $184,203-27.6% | $145,922-8.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.74% | 29.00%-22.3pp | 28.81%-22.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,636 | $7,022-62.5% | $6,427-59.0% | $4,660-43.4% |
| Participant deferral / active EE | $7,960 | $9,806-18.8% | $9,131-12.8% | $6,688+19.0% |
| Admin fee / account holder | $3,571 | $16,364-78.2% | $13,901-74.3% | $13,397-73.3% |