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 | $137,560 | $217,402-36.7% | $185,823-26.0% | $167,490-17.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.60% | 148.36%-140.8pp | 122.05%-114.5pp | 478.56%-471.0pp |
| Employer contribution / active EE | $10,903 | $5,873+85.6% | $5,167+111.0% | $4,837+125.4% |
| Participant deferral / active EE | $6,989 | $6,356+9.9% | $5,568+25.5% | $6,341+10.2% |
| Admin fee / account holder | $2,374 | $19,811-88.0% | $16,237-85.4% | $12,309-80.7% |