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 | $122,540 | $103,376+18.5% | $87,100+40.7% | $152,861-19.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 3.47% | 28.10%-24.6pp | 28.19%-24.7pp | 345.32%-341.9pp |
| Employer contribution / active EE | $6,758 | $3,220+109.9% | $2,521+168.0% | $4,762+41.9% |
| Participant deferral / active EE | $9,500 | $4,778+98.8% | $4,049+134.7% | $5,850+62.4% |
| Admin fee / account holder | $3,141 | $12,205-74.3% | $7,497-58.1% | $11,596-72.9% |