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 | $81,217 | $81,2480% | $155,509-47.8% | $80,856+0.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.48% | 33.31%-24.8pp | 64.67%-56.2pp | 35.59%-27.1pp |
| Employer contribution / active EE | $7,402 | $3,100+138.7% | $4,672+58.4% | $2,755+168.7% |
| Participant deferral / active EE | $4,553 | $3,452+31.9% | $5,626-19.1% | $4,296+6.0% |
| Admin fee / account holder | $3,002 | $7,997-62.5% | $15,912-81.1% | $6,918-56.6% |