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 | $146,043 | $106,515+37.1% | $96,683+51.1% | $139,434+4.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.26% | 38.43%-33.2pp | 35.69%-30.4pp | 372.94%-367.7pp |
| Employer contribution / active EE | $7,333 | $4,103+78.7% | $3,737+96.2% | $4,751+54.4% |
| Participant deferral / active EE | $5,841 | $5,454+7.1% | $4,878+19.7% | $6,710-13.0% |
| Admin fee / account holder | $2,145 | $7,877-72.8% | $6,730-68.1% | $11,403-81.2% |