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 9-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 | $41,922 | $159,602-73.7% | $150,045-72.1% | $142,382-70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.01% | 70.24%-60.2pp | 62.55%-52.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,755 | $4,961-24.3% | $4,693-20.0% | $4,299-12.7% |
| Participant deferral / active EE | $6,059 | $8,310-27.1% | $7,997-24.2% | $6,507-6.9% |
| Admin fee / account holder | $5,313 | $14,846-64.2% | $13,435-60.5% | $12,624-57.9% |