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 | $87,946 | $111,535-21.1% | $105,223-16.4% | $137,256-35.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.63% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,190 | $3,939-19.0% | $3,689-13.5% | $4,156-23.2% |
| Participant deferral / active EE | $1,882 | $5,500-65.8% | $5,072-62.9% | $6,407-70.6% |
| Admin fee / account holder | $670 | $9,721-93.1% | $8,859-92.4% | $12,270-94.5% |