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 | $75,994 | $105,859-28.2% | $90,160-15.7% | $147,584-48.5% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 9.02% | 37.63%-28.6pp | 34.88%-25.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $2,067 | $4,126-49.9% | $3,318-37.7% | $4,876-57.6% |
| Participant deferral / active EE | $5,544 | $5,733-3.3% | $5,288+4.8% | $5,439+1.9% |
| Admin fee / account holder | $13,753 | $8,046+70.9% | $5,943+131.4% | $10,885+26.3% |