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 | $109,709 | $177,572-38.2% | $154,803-29.1% | $142,382-22.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.28% | 65.07%-60.8pp | 58.88%-54.6pp | 217.08%-212.8pp |
| Employer contribution / active EE | $3,931 | $4,810-18.3% | $4,305-8.7% | $4,299-8.6% |
| Participant deferral / active EE | $7,289 | $6,272+16.2% | $5,540+31.6% | $6,507+12.0% |
| Admin fee / account holder | $1,500 | $16,786-91.1% | $14,329-89.5% | $12,624-88.1% |