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 5-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 | $125,443 | $106,515+17.8% | $96,683+29.7% | $139,434-10.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.62% | 38.43%-30.8pp | 35.69%-28.1pp | 372.94%-365.3pp |
| Employer contribution / active EE | $11,883 | $4,103+189.6% | $3,737+218.0% | $4,751+150.1% |
| Participant deferral / active EE | $8,551 | $5,454+56.8% | $4,878+75.3% | $6,710+27.4% |
| Admin fee / account holder | $2,322 | $7,877-70.5% | $6,730-65.5% | $11,403-79.6% |