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 | $98,713 | $78,672+25.5% | $109,143-9.6% | $85,850+15.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 5.20% | 25.09%-19.9pp | 25.75%-20.5pp | 318.53%-313.3pp |
| Employer contribution / active EE | $3,354 | $2,735+22.6% | $3,722-9.9% | $2,565+30.7% |
| Participant deferral / active EE | $6,171 | $3,467+78.0% | $4,653+32.6% | $3,952+56.2% |
| Admin fee / account holder | $1,936 | $5,469-64.6% | $6,752-71.3% | $6,260-69.1% |