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 | $88,901 | $157,256-43.5% | $141,162-37.0% | $152,861-41.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.46% | 64.32%-53.9pp | 71.39%-60.9pp | 345.32%-334.9pp |
| Employer contribution / active EE | $2,174 | $5,261-58.7% | $4,735-54.1% | $4,762-54.3% |
| Participant deferral / active EE | $8,019 | $7,109+12.8% | $6,709+19.5% | $5,850+37.1% |
| Admin fee / account holder | $614 | $12,120-94.9% | $10,261-94.0% | $11,596-94.7% |