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 | $199,276 | $201,272-1.0% | $184,203+8.2% | $145,922+36.6% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 7.92% | 29.00%-21.1pp | 28.81%-20.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,248 | $7,022-68.0% | $6,427-65.0% | $4,660-51.7% |
| Participant deferral / active EE | $4,497 | $9,806-54.1% | $9,131-50.8% | $6,688-32.8% |
| Admin fee / account holder | $62,559 | $16,364+282.3% | $13,901+350.0% | $13,397+367.0% |