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 | $56,985 | $99,020-42.5% | $86,590-34.2% | $147,584-61.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 7.39% | 1312.34%-1304.9pp | 964.84%-957.5pp | 578.55%-571.2pp |
| Employer contribution / active EE | $3,477 | $3,132+11.0% | $2,839+22.4% | $4,876-28.7% |
| Participant deferral / active EE | $8,520 | $3,972+114.5% | $3,609+136.1% | $5,439+56.7% |
| Admin fee / account holder | $19,768 | $5,710+246.2% | $4,906+303.0% | $10,885+81.6% |