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 | $121,907 | $232,540-47.6% | $185,117-34.1% | $147,584-17.4% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 3.57% | 43.03%-39.5pp | 40.50%-36.9pp | 578.55%-575.0pp |
| Employer contribution / active EE | $7,000 | $5,195+34.7% | $4,182+67.4% | $4,876+43.6% |
| Participant deferral / active EE | $3,450 | $5,834-40.9% | $5,045-31.6% | $5,439-36.6% |
| Admin fee / account holder | $982 | $10,275-90.4% | $8,159-88.0% | $10,885-91.0% |