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 | $80,210 | $209,336-61.7% | $197,124-59.3% | $137,256-41.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.72% | 48.09%-38.4pp | 44.34%-34.6pp | 220.34%-210.6pp |
| Employer contribution / active EE | $5,139 | $6,591-22.0% | $6,227-17.5% | $4,156+23.7% |
| Participant deferral / active EE | $8,130 | $9,614-15.4% | $9,135-11.0% | $6,407+26.9% |
| Admin fee / account holder | $1,450 | $17,308-91.6% | $16,298-91.1% | $12,270-88.2% |