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 | $114,896 | $103,376+11.1% | $87,100+31.9% | $152,861-24.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 8.35% | 28.10%-19.7pp | 28.19%-19.8pp | 345.32%-337.0pp |
| Employer contribution / active EE | $7,005 | $3,220+117.5% | $2,521+177.8% | $4,762+47.1% |
| Participant deferral / active EE | $5,367 | $4,778+12.3% | $4,049+32.6% | $5,850-8.3% |
| Admin fee / account holder | $13,614 | $12,205+11.5% | $7,497+81.6% | $11,596+17.4% |