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 | $159,602-20.8% | $150,045-15.8% | $142,382-11.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.44% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,899 | $4,961-41.6% | $4,693-38.2% | $4,299-32.6% |
| Participant deferral / active EE | $18,855 | $8,310+126.9% | $7,997+135.8% | $6,507+189.7% |
| Admin fee / account holder | $31,078 | $14,846+109.3% | $13,435+131.3% | $12,624+146.2% |