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 | $72,047 | $124,281-42.0% | $109,143-34.0% | $167,490-57.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.14% | 26.04%-19.9pp | 25.75%-19.6pp | 478.56%-472.4pp |
| Employer contribution / active EE | $10,747 | $4,207+155.4% | $3,722+188.8% | $4,837+122.2% |
| Participant deferral / active EE | $6,449 | $5,255+22.7% | $4,653+38.6% | $6,341+1.7% |
| Admin fee / account holder | $837 | $7,970-89.5% | $6,752-87.6% | $12,309-93.2% |