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 | $75,280 | $198,466-62.1% | $170,442-55.8% | $147,584-49.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.84% | 257.29%-248.5pp | 205.93%-197.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $6,847 | $6,184+10.7% | $5,433+26.0% | $4,876+40.4% |
| Participant deferral / active EE | $4,511 | $5,629-19.9% | $4,939-8.7% | $5,439-17.1% |
| Admin fee / account holder | $841 | $16,852-95.0% | $13,880-93.9% | $10,885-92.3% |