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 | $77,541 | $78,422-1.1% | $95,952-19.2% | $79,858-2.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.92% | 19.37%-11.4pp | 91.61%-83.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $5,526 | $1,945+184.1% | $2,541+117.5% | $2,471+123.7% |
| Participant deferral / active EE | $3,993 | $3,440+16.1% | $4,167-4.2% | $3,740+6.8% |
| Admin fee / account holder | $2,136 | $5,622-62.0% | $6,795-68.6% | $5,306-59.8% |