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 | $130,046 | $111,754+16.4% | $103,333+25.9% | $145,922-10.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.55% | 24.77%-18.2pp | 24.88%-18.3pp | 561.29%-554.7pp |
| Employer contribution / active EE | $7,586 | $4,212+80.1% | $3,868+96.1% | $4,660+62.8% |
| Participant deferral / active EE | $3,729 | $5,619-33.6% | $5,057-26.3% | $6,688-44.2% |
| Admin fee / account holder | $9,118 | $9,750-6.5% | $8,355+9.1% | $13,397-31.9% |