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 | $59,676 | $165,335-63.9% | $149,696-60.1% | $158,922-62.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.50% | 348.15%-341.6pp | 276.60%-270.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $4,285 | $5,103-16.0% | $4,644-7.7% | $4,761-10.0% |
| Participant deferral / active EE | $9,594 | $7,181+33.6% | $6,842+40.2% | $5,982+60.4% |
| Admin fee / account holder | $11,625 | $10,807+7.6% | $9,309+24.9% | $11,246+3.4% |