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 | $114,361 | $97,744+17.0% | $103,476+10.5% | $145,922-21.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 9.28% | 25.41%-16.1pp | 23.90%-14.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,167 | $4,677-53.7% | $4,672-53.6% | $4,660-53.5% |
| Participant deferral / active EE | $5,251 | $6,603-20.5% | $6,623-20.7% | $6,688-21.5% |
| Admin fee / account holder | $4,032 | $12,515-67.8% | $9,413-57.2% | $13,397-69.9% |