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 | $189,567 | $201,272-5.8% | $184,203+2.9% | $145,922+29.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.11% | 29.00%-21.9pp | 28.81%-21.7pp | 561.29%-554.2pp |
| Employer contribution / active EE | $16,034 | $7,022+128.4% | $6,427+149.5% | $4,660+244.1% |
| Participant deferral / active EE | $25,196 | $9,806+156.9% | $9,131+175.9% | $6,688+276.8% |
| Admin fee / account holder | $50,063 | $16,364+205.9% | $13,901+260.1% | $13,397+273.7% |