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 | $132,698 | $179,726-26.2% | $156,263-15.1% | $142,382-6.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.82% | 77.86%-69.0pp | 59.47%-50.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,892 | $5,069-43.0% | $4,333-33.3% | $4,299-32.7% |
| Participant deferral / active EE | $5,201 | $6,956-25.2% | $6,158-15.6% | $6,507-20.1% |
| Admin fee / account holder | $1,435 | $17,272-91.7% | $14,255-89.9% | $12,624-88.6% |