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 8-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 | $73,762 | $180,749-59.2% | $160,784-54.1% | $137,256-46.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.05% | 2234.46%-2225.4pp | 1803.92%-1794.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $5,455 | $4,155+31.3% | $3,733+46.1% | $4,156+31.3% |
| Participant deferral / active EE | $12,910 | $6,844+88.6% | $6,293+105.2% | $6,407+101.5% |
| Admin fee / account holder | $9,468 | $10,397-8.9% | $9,717-2.6% | $12,270-22.8% |