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 | $86,847 | $68,573+26.6% | $120,368-27.8% | $80,874+7.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 9.13% | 23.61%-14.5pp | 107.26%-98.1pp | 35.62%-26.5pp |
| Employer contribution / active EE | $4,333 | $2,052+111.2% | $3,465+25.1% | $2,756+57.3% |
| Participant deferral / active EE | $4,863 | $3,174+53.2% | $4,991-2.6% | $4,297+13.2% |
| Admin fee / account holder | $17,659 | $5,734+208.0% | $9,429+87.3% | $6,935+154.6% |