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 | $96,451 | $110,257-12.5% | $96,544-0.1% | $139,434-30.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 9.50% | 26.32%-16.8pp | 25.84%-16.3pp | 372.94%-363.4pp |
| Employer contribution / active EE | $6,485 | $3,620+79.1% | $2,965+118.7% | $4,751+36.5% |
| Participant deferral / active EE | $6,754 | $5,548+21.7% | $4,851+39.2% | $6,710+0.6% |
| Admin fee / account holder | $706 | $11,591-93.9% | $8,252-91.4% | $11,403-93.8% |