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 | $43,503 | $148,534-70.7% | $135,903-68.0% | $139,434-68.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.03% | 79.19%-73.2pp | 68.23%-62.2pp | 372.94%-366.9pp |
| Employer contribution / active EE | $2,219 | $5,243-57.7% | $4,856-54.3% | $4,751-53.3% |
| Participant deferral / active EE | $8,330 | $8,100+2.8% | $7,758+7.4% | $6,710+24.1% |
| Admin fee / account holder | $691 | $12,400-94.4% | $10,762-93.6% | $11,403-93.9% |