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 | $77,227 | $105,126-26.5% | $94,646-18.4% | $139,434-44.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.24% | 38.03%-25.8pp | 156.71%-144.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $12,681 | $4,106+208.9% | $3,672+245.3% | $4,751+166.9% |
| Participant deferral / active EE | $5,100 | $7,599-32.9% | $7,418-31.2% | $6,710-24.0% |
| Admin fee / account holder | $7,569 | $8,984-15.7% | $7,231+4.7% | $11,403-33.6% |