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 | $88,333 | $85,766+3.0% | $136,294-35.2% | $70,131+26.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.79% | 31.45%-19.7pp | 5155.94%-5144.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $3,364 | $2,966+13.4% | $4,695-28.4% | $2,342+43.6% |
| Participant deferral / active EE | $9,250 | $5,051+83.1% | $6,247+48.1% | $3,332+177.6% |
| Admin fee / account holder | $2,074 | $5,420-61.7% | $9,243-77.6% | $4,645-55.3% |