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 | $51,029 | $227,553-77.6% | $189,557-73.1% | $167,490-69.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 6.58% | 78.40%-71.8pp | 64.17%-57.6pp | 478.56%-472.0pp |
| Employer contribution / active EE | $4,884 | $5,316-8.1% | $4,412+10.7% | $4,837+1.0% |
| Participant deferral / active EE | $8,575 | $7,002+22.5% | $6,174+38.9% | $6,341+35.2% |
| Admin fee / account holder | $53,244 | $11,878+348.3% | $9,807+442.9% | $12,309+332.6% |