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 | $79,470 | $101,763-21.9% | $164,866-51.8% | $80,874-1.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.51% | 16.73%-6.2pp | 69.97%-59.5pp | 35.62%-25.1pp |
| Employer contribution / active EE | $5,730 | $2,954+93.9% | $4,343+31.9% | $2,756+107.9% |
| Participant deferral / active EE | $5,926 | $4,477+32.4% | $6,033-1.8% | $4,297+37.9% |
| Admin fee / account holder | $3,153 | $8,228-61.7% | $12,689-75.2% | $6,935-54.5% |