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 | $119,066 | $135,952-12.4% | $123,892-3.9% | $273,961-56.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.79% | 56.63%-54.8pp | 47.52%-45.7pp | 41.45%-39.7pp |
| Employer contribution / active EE | $9,375 | $5,170+81.3% | $4,617+103.1% | $4,869+92.6% |
| Participant deferral / active EE | $9,759 | $6,343+53.9% | $5,984+63.1% | $5,287+84.6% |
| Admin fee / account holder | $2,730 | $9,817-72.2% | $8,357-67.3% | $10,132-73.1% |