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 | $111,310 | $124,319-10.5% | $111,2970% | $167,490-33.5% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.3%+17.1pp | 82.1%+12.3pp |
| Annual return | 8.18% | 37.44%-29.3pp | 54.65%-46.5pp | 478.56%-470.4pp |
| Employer contribution / active EE | $6,068 | $3,435+76.6% | $2,731+122.2% | $4,837+25.4% |
| Participant deferral / active EE | $3,232 | $5,180-37.6% | $4,487-28.0% | $6,341-49.0% |
| Admin fee / account holder | $2,957 | $10,618-72.1% | $7,964-62.9% | $12,309-76.0% |