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 | $72,261 | $154,228-53.1% | $145,433-50.3% | $137,256-47.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.51% | 74.59%-74.1pp | 66.58%-66.1pp | 220.34%-219.8pp |
| Employer contribution / active EE | $4,320 | $4,804-10.1% | $4,554-5.1% | $4,156+3.9% |
| Participant deferral / active EE | $7,560 | $8,216-8.0% | $7,897-4.3% | $6,407+18.0% |
| Admin fee / account holder | $516 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |