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 | $153,340 | $111,754+37.2% | $103,333+48.4% | $145,922+5.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.93% | 24.77%-16.8pp | 24.88%-17.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $8,796 | $4,212+108.8% | $3,868+127.4% | $4,660+88.8% |
| Participant deferral / active EE | $8,010 | $5,619+42.6% | $5,057+58.4% | $6,688+19.8% |
| Admin fee / account holder | $7,850 | $9,750-19.5% | $8,355-6.0% | $13,397-41.4% |