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 | $68,154 | $214,378-68.2% | $200,582-66.0% | $142,382-52.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.68% | 46.41%-43.7pp | 42.33%-39.7pp | 217.08%-214.4pp |
| Employer contribution / active EE | $2,924 | $6,841-57.3% | $6,419-54.4% | $4,299-32.0% |
| Participant deferral / active EE | $11,331 | $9,865+14.9% | $9,331+21.4% | $6,507+74.1% |
| Admin fee / account holder | $3,252 | $17,692-81.6% | $16,305-80.1% | $12,624-74.2% |