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 | $94,926 | $105,181-9.7% | $159,436-40.5% | $85,850+10.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.45% | 45.07%-33.6pp | 263.57%-252.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,739 | $3,318+12.7% | $4,829-22.6% | $2,565+45.7% |
| Participant deferral / active EE | $6,440 | $5,945+8.3% | $7,352-12.4% | $3,952+63.0% |
| Admin fee / account holder | $3,235 | $6,933-53.3% | $10,799-70.0% | $6,260-48.3% |