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 | $18,861 | $71,829-73.7% | $69,780-73.0% | $142,382-86.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 13.70% | 31.01%-17.3pp | 26.31%-12.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,745 | $4,385-14.6% | $4,168-10.1% | $4,299-12.9% |
| Participant deferral / active EE | $880 | $6,819-87.1% | $6,164-85.7% | $6,507-86.5% |
| Admin fee / account holder | $853 | $7,818-89.1% | $7,285-88.3% | $12,624-93.2% |