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 | $54,685 | $63,355-13.7% | $91,989-40.6% | $72,985-25.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 17.73% | 35.35%-17.6pp | 69.02%-51.3pp | 81.00%-63.3pp |
| Employer contribution / active EE | $6,953 | $2,116+228.6% | $3,452+101.4% | $2,440+185.0% |
| Participant deferral / active EE | $6,856 | $4,883+40.4% | $5,923+15.8% | $3,607+90.1% |
| Admin fee / account holder | $930 | $4,668-80.1% | $7,743-88.0% | $5,124-81.8% |