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 | $85,782 | $201,272-57.4% | $184,203-53.4% | $145,922-41.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.34% | 29.00%-19.7pp | 28.81%-19.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,396 | $7,022-65.9% | $6,427-62.7% | $4,660-48.6% |
| Participant deferral / active EE | $5,349 | $9,806-45.5% | $9,131-41.4% | $6,688-20.0% |
| Admin fee / account holder | $2,420 | $16,364-85.2% | $13,901-82.6% | $13,397-81.9% |