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 5-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 | $87,894 | $133,922-34.4% | $116,228-24.4% | $142,382-38.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 8.81% | 147.76%-138.9pp | 90.06%-81.2pp | 217.08%-208.3pp |
| Employer contribution / active EE | $3,237 | $3,446-6.1% | $2,994+8.1% | $4,299-24.7% |
| Participant deferral / active EE | $11,056 | $5,672+94.9% | $4,953+123.2% | $6,507+69.9% |
| Admin fee / account holder | $871 | $14,945-94.2% | $11,989-92.7% | $12,624-93.1% |