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 | $73,478 | $157,256-53.3% | $141,162-47.9% | $152,861-51.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.97% | 64.32%-55.3pp | 71.39%-62.4pp | 345.32%-336.3pp |
| Employer contribution / active EE | $4,482 | $5,261-14.8% | $4,735-5.3% | $4,762-5.9% |
| Participant deferral / active EE | $7,439 | $7,109+4.6% | $6,709+10.9% | $5,850+27.2% |
| Admin fee / account holder | $343 | $12,120-97.2% | $10,261-96.7% | $11,596-97.0% |