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 | $118,136 | $99,985+18.2% | $146,665-19.5% | $85,850+37.6% |
| Participation rate | 80.6% | 73.1%+7.6pp | 80.1%+0.6pp | 69.3%+11.3pp |
| Annual return | 9.59% | 18.93%-9.3pp | 22.74%-13.2pp | 318.53%-308.9pp |
| Employer contribution / active EE | $13,109 | $2,559+412.4% | $4,136+216.9% | $2,565+411.1% |
| Participant deferral / active EE | $3,971 | $4,006-0.9% | $5,506-27.9% | $3,952+0.5% |
| Admin fee / account holder | $23,089 | $7,702+199.8% | $10,280+124.6% | $6,260+268.8% |