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 | $98,283 | $53,127+85.0% | $86,590+13.5% | $70,131+40.1% |
| Participation rate | 87.1% | 65.3%+21.8pp | 73.5%+13.5pp | 69.5%+17.6pp |
| Annual return | 12.39% | 27.66%-15.3pp | 964.84%-952.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,607 | $2,068+26.1% | $2,839-8.2% | $2,342+11.3% |
| Participant deferral / active EE | $6,558 | $2,696+143.3% | $3,609+81.7% | $3,332+96.8% |
| Admin fee / account holder | $4,669 | $3,585+30.2% | $4,906-4.8% | $4,645+0.5% |