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 | $125,011 | $154,228-18.9% | $145,433-14.0% | $137,256-8.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.87% | 74.59%-66.7pp | 66.58%-58.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $2,034 | $4,804-57.7% | $4,554-55.3% | $4,156-51.0% |
| Participant deferral / active EE | $7,557 | $8,216-8.0% | $7,897-4.3% | $6,407+18.0% |
| Admin fee / account holder | $5,397 | $14,344-62.4% | $13,129-58.9% | $12,270-56.0% |