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 | $112,153 | $79,944+40.3% | $98,439+13.9% | $75,163+49.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 7.20% | 19.75%-12.5pp | 21.16%-14.0pp | 160.62%-153.4pp |
| Employer contribution / active EE | $4,169 | $2,264+84.1% | $3,048+36.8% | $2,670+56.1% |
| Participant deferral / active EE | $4,405 | $3,752+17.4% | $4,738-7.0% | $4,125+6.8% |
| Admin fee / account holder | $1,208 | $6,840-82.3% | $8,948-86.5% | $5,651-78.6% |