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 | $191,219 | $214,378-10.8% | $200,582-4.7% | $142,382+34.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.95% | 46.41%-39.5pp | 42.33%-35.4pp | 217.08%-210.1pp |
| Employer contribution / active EE | $8,827 | $6,841+29.0% | $6,419+37.5% | $4,299+105.3% |
| Participant deferral / active EE | $3,875 | $9,865-60.7% | $9,331-58.5% | $6,507-40.5% |
| Admin fee / account holder | $11,507 | $17,692-35.0% | $16,305-29.4% | $12,624-8.9% |