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 | $122,792 | $154,228-20.4% | $145,433-15.6% | $137,256-10.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.13% | 74.59%-62.5pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $7,013 | $4,804+46.0% | $4,554+54.0% | $4,156+68.7% |
| Participant deferral / active EE | $16,923 | $8,216+106.0% | $7,897+114.3% | $6,407+164.1% |
| Admin fee / account holder | $9,131 | $14,344-36.3% | $13,129-30.5% | $12,270-25.6% |