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 | $75,531 | $78,672-4.0% | $109,143-30.8% | $85,850-12.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 9.41% | 25.09%-15.7pp | 25.75%-16.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $3,111 | $2,735+13.7% | $3,722-16.4% | $2,565+21.3% |
| Participant deferral / active EE | $5,610 | $3,467+61.8% | $4,653+20.6% | $3,952+42.0% |
| Admin fee / account holder | $18,403 | $5,469+236.5% | $6,752+172.6% | $6,260+194.0% |