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 | $89,474 | $115,770-22.7% | $101,248-11.6% | $158,922-43.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 6.27% | 56.14%-49.9pp | 46.47%-40.2pp | 302.83%-296.6pp |
| Employer contribution / active EE | $4,327 | $4,175+3.7% | $3,660+18.3% | $4,761-9.1% |
| Participant deferral / active EE | $5,922 | $4,957+19.5% | $4,370+35.5% | $5,982-1.0% |
| Admin fee / account holder | $10,318 | $7,245+42.4% | $5,945+73.5% | $11,246-8.2% |