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 | $163,193 | $179,726-9.2% | $156,263+4.4% | $142,382+14.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.95% | 77.86%-70.9pp | 59.47%-52.5pp | 217.08%-210.1pp |
| Employer contribution / active EE | $8,000 | $5,069+57.8% | $4,333+84.6% | $4,299+86.1% |
| Participant deferral / active EE | $6,320 | $6,956-9.1% | $6,158+2.6% | $6,507-2.9% |
| Admin fee / account holder | $1,325 | $17,272-92.3% | $14,255-90.7% | $12,624-89.5% |