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 | $114,381-23.1% | $107,525-18.2% | $142,382-38.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.63% | 242.71%-232.1pp | 181.32%-170.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,190 | $4,015-20.5% | $3,754-15.0% | $4,299-25.8% |
| Participant deferral / active EE | $1,882 | $5,564-66.2% | $5,116-63.2% | $6,507-71.1% |
| Admin fee / account holder | $670 | $9,860-93.2% | $8,919-92.5% | $12,624-94.7% |