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 | $92,260 | $148,534-37.9% | $135,903-32.1% | $139,434-33.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.82% | 79.19%-77.4pp | 68.23%-66.4pp | 372.94%-371.1pp |
| Employer contribution / active EE | $9,089 | $5,243+73.4% | $4,856+87.2% | $4,751+91.3% |
| Participant deferral / active EE | $7,019 | $8,100-13.4% | $7,758-9.5% | $6,710+4.6% |
| Admin fee / account holder | $2,361 | $12,400-81.0% | $10,762-78.1% | $11,403-79.3% |