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 | $102,177 | $89,753+13.8% | $107,525-5.0% | $84,808+20.5% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 10.98% | 29.48%-18.5pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $12,055 | $3,113+287.2% | $3,754+221.2% | $2,631+358.2% |
| Participant deferral / active EE | $6,096 | $4,056+50.3% | $5,116+19.2% | $4,212+44.8% |
| Admin fee / account holder | $6,233 | $7,222-13.7% | $8,919-30.1% | $7,344-15.1% |