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 5-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 | $126,350 | $154,228-18.1% | $145,433-13.1% | $137,256-7.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.44% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,899 | $4,804-39.7% | $4,554-36.3% | $4,156-30.2% |
| Participant deferral / active EE | $18,855 | $8,216+129.5% | $7,897+138.7% | $6,407+194.3% |
| Admin fee / account holder | $31,078 | $14,344+116.7% | $13,129+136.7% | $12,270+153.3% |