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 | $65,785 | $183,519-64.2% | $155,509-57.7% | $145,922-54.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.74% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $10,825 | $5,313+103.8% | $4,672+131.7% | $4,660+132.3% |
| Participant deferral / active EE | $6,654 | $6,462+3.0% | $5,626+18.3% | $6,688-0.5% |
| Admin fee / account holder | $2,029 | $19,313-89.5% | $15,912-87.2% | $13,397-84.9% |