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 | $69,861 | $95,266-26.7% | $82,389-15.2% | $142,382-50.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.68% | 25.74%-15.1pp | 28.67%-18.0pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,291 | $2,991+10.0% | $2,517+30.8% | $4,299-23.4% |
| Participant deferral / active EE | $7,136 | $4,809+48.4% | $4,155+71.8% | $6,507+9.7% |
| Admin fee / account holder | $3,935 | $8,563-54.0% | $7,231-45.6% | $12,624-68.8% |