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 | $69,955 | $157,256-55.5% | $141,162-50.4% | $152,861-54.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.87% | 64.32%-53.5pp | 71.39%-60.5pp | 345.32%-334.4pp |
| Employer contribution / active EE | $10,277 | $5,261+95.3% | $4,735+117.0% | $4,762+115.8% |
| Participant deferral / active EE | $10,736 | $7,109+51.0% | $6,709+60.0% | $5,850+83.5% |
| Admin fee / account holder | $8,040 | $12,120-33.7% | $10,261-21.6% | $11,596-30.7% |