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 7-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 | $114,526 | $94,338+21.4% | $100,534+13.9% | $142,382-19.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 80.6%-0.6pp | 80.1%-0.1pp |
| Annual return | 11.09% | 29.20%-18.1pp | 32.66%-21.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,707 | $4,237-12.5% | $4,346-14.7% | $4,299-13.8% |
| Participant deferral / active EE | $8,101 | $5,934+36.5% | $6,144+31.9% | $6,507+24.5% |
| Admin fee / account holder | $945 | $8,421-88.8% | $7,654-87.7% | $12,624-92.5% |