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 | $59,809 | $85,766-30.3% | $136,294-56.1% | $70,131-14.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.23% | 31.45%-19.2pp | 5155.94%-5143.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $6,421 | $2,966+116.5% | $4,695+36.8% | $2,342+174.1% |
| Participant deferral / active EE | $4,710 | $5,051-6.8% | $6,247-24.6% | $3,332+41.4% |
| Admin fee / account holder | $5,470 | $5,420+0.9% | $9,243-40.8% | $4,645+17.7% |