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 | $95,560 | $154,228-38.0% | $145,433-34.3% | $137,256-30.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.54% | 74.59%-69.0pp | 66.58%-61.0pp | 220.34%-214.8pp |
| Employer contribution / active EE | $3,107 | $4,804-35.3% | $4,554-31.8% | $4,156-25.2% |
| Participant deferral / active EE | $18,445 | $8,216+124.5% | $7,897+133.6% | $6,407+187.9% |
| Admin fee / account holder | $44,464 | $14,344+210.0% | $13,129+238.7% | $12,270+262.4% |