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 | $125,442 | $176,812-29.1% | $146,665-14.5% | $167,490-25.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.01% | 24.03%-16.0pp | 22.74%-14.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $5,739 | $5,160+11.2% | $4,136+38.8% | $4,837+18.6% |
| Participant deferral / active EE | $6,259 | $6,440-2.8% | $5,506+13.7% | $6,341-1.3% |
| Admin fee / account holder | $59,724 | $13,259+350.4% | $10,280+481.0% | $12,309+385.2% |