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 | $110,088 | $214,378-48.6% | $200,582-45.1% | $142,382-22.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.51% | 46.41%-35.9pp | 42.33%-31.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $4,593 | $6,841-32.9% | $6,419-28.4% | $4,299+6.8% |
| Participant deferral / active EE | $5,896 | $9,865-40.2% | $9,331-36.8% | $6,507-9.4% |
| Admin fee / account holder | $7,885 | $17,692-55.4% | $16,305-51.6% | $12,624-37.5% |