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 | $115,174 | $157,256-26.8% | $141,162-18.4% | $152,861-24.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.24% | 64.32%-55.1pp | 71.39%-62.1pp | 345.32%-336.1pp |
| Employer contribution / active EE | $2,271 | $5,261-56.8% | $4,735-52.0% | $4,762-52.3% |
| Participant deferral / active EE | $4,852 | $7,109-31.8% | $6,709-27.7% | $5,850-17.1% |
| Admin fee / account holder | $636 | $12,120-94.8% | $10,261-93.8% | $11,596-94.5% |