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 | $96,595 | $77,899+24.0% | $149,673-35.5% | $75,163+28.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.86% | 31.72%-22.9pp | 134.42%-125.6pp | 160.62%-151.8pp |
| Employer contribution / active EE | $4,203 | $3,137+34.0% | $4,818-12.8% | $2,670+57.4% |
| Participant deferral / active EE | $9,449 | $3,411+177.0% | $5,680+66.4% | $4,125+129.1% |
| Admin fee / account holder | $737 | $5,956-87.6% | $13,210-94.4% | $5,651-87.0% |