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 | $108,853 | $217,402-49.9% | $185,823-41.4% | $167,490-35.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 2.65% | 148.36%-145.7pp | 122.05%-119.4pp | 478.56%-475.9pp |
| Employer contribution / active EE | $10,482 | $5,873+78.5% | $5,167+102.9% | $4,837+116.7% |
| Participant deferral / active EE | $8,318 | $6,356+30.9% | $5,568+49.4% | $6,341+31.2% |
| Admin fee / account holder | $7,473 | $19,811-62.3% | $16,237-54.0% | $12,309-39.3% |