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 | $220,481 | $95,266+131.4% | $82,389+167.6% | $142,382+54.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.38% | 25.74%-15.4pp | 28.67%-18.3pp | 217.08%-206.7pp |
| Employer contribution / active EE | $5,462 | $2,991+82.6% | $2,517+117.0% | $4,299+27.1% |
| Participant deferral / active EE | $2,187 | $4,809-54.5% | $4,155-47.4% | $6,507-66.4% |
| Admin fee / account holder | $5,803 | $8,563-32.2% | $7,231-19.7% | $12,624-54.0% |