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 | $178,494 | $117,841+51.5% | $102,423+74.3% | $145,922+22.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.31% | 31.65%-23.3pp | 29.32%-21.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $13,641 | $3,615+277.4% | $3,023+351.2% | $4,660+192.8% |
| Participant deferral / active EE | $7,254 | $5,731+26.6% | $5,053+43.6% | $6,688+8.5% |
| Admin fee / account holder | $4,310 | $13,326-67.7% | $9,451-54.4% | $13,397-67.8% |