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 | $83,278 | $85,766-2.9% | $136,294-38.9% | $70,131+18.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.39% | 31.45%-19.1pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $7,127 | $2,966+140.3% | $4,695+51.8% | $2,342+204.3% |
| Participant deferral / active EE | $6,545 | $5,051+29.6% | $6,247+4.8% | $3,332+96.5% |
| Admin fee / account holder | $1,624 | $5,420-70.0% | $9,243-82.4% | $4,645-65.0% |