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 | $106,251 | $83,477+27.3% | $125,175-15.1% | $72,985+45.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 15.56% | 25.78%-10.2pp | 43.79%-28.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $5,593 | $2,345+138.5% | $3,865+44.7% | $2,440+129.2% |
| Participant deferral / active EE | $6,116 | $3,585+70.6% | $4,937+23.9% | $3,607+69.5% |
| Admin fee / account holder | $2,143 | $5,517-61.2% | $9,702-77.9% | $5,124-58.2% |