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 | $92,521 | $52,279+77.0% | $89,391+3.5% | $79,858+15.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 4.71% | 22.16%-17.5pp | 245.62%-240.9pp | 31.71%-27.0pp |
| Employer contribution / active EE | $3,386 | $1,572+115.4% | $2,586+30.9% | $2,471+37.0% |
| Participant deferral / active EE | $6,434 | $2,740+134.8% | $3,890+65.4% | $3,740+72.0% |
| Admin fee / account holder | $542 | $3,356-83.8% | $4,881-88.9% | $5,306-89.8% |