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 | $83,657 | $86,286-3.0% | $111,297-24.8% | $85,850-2.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 6.72% | 19.99%-13.3pp | 54.65%-47.9pp | 318.53%-311.8pp |
| Employer contribution / active EE | $3,703 | $2,043+81.2% | $2,731+35.6% | $2,565+44.4% |
| Participant deferral / active EE | $3,741 | $3,641+2.8% | $4,487-16.6% | $3,952-5.3% |
| Admin fee / account holder | $6,876 | $8,188-16.0% | $7,964-13.7% | $6,260+9.8% |