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 | $208,795 | $106,749+95.6% | $145,433+43.6% | $82,448+153.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.95% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $4,451 | $3,444+29.2% | $4,554-2.3% | $2,551+74.5% |
| Participant deferral / active EE | $5,082 | $6,519-22.0% | $7,897-35.7% | $4,139+22.8% |
| Admin fee / account holder | $21,286 | $8,390+153.7% | $13,129+62.1% | $7,234+194.2% |