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 | $96,000 | $238,490-59.7% | $180,183-46.7% | $142,382-32.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 10.28% | 33.56%-23.3pp | 27.86%-17.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,704 | $6,143-39.7% | $5,039-26.5% | $4,299-13.8% |
| Participant deferral / active EE | $5,553 | $7,996-30.6% | $6,822-18.6% | $6,507-14.7% |
| Admin fee / account holder | $2,406 | $28,866-91.7% | $19,975-88.0% | $12,624-80.9% |