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 | $107,722 | $58,523+84.1% | $99,443+8.3% | $72,985+47.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 5.63% | 28.51%-22.9pp | 30.72%-25.1pp | 81.00%-75.4pp |
| Employer contribution / active EE | $4,854 | $1,512+221.0% | $2,540+91.1% | $2,440+98.9% |
| Participant deferral / active EE | $4,106 | $2,606+57.6% | $3,619+13.5% | $3,607+13.8% |
| Admin fee / account holder | $1,591 | $4,102-61.2% | $6,250-74.5% | $5,124-69.0% |