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 | $198,845 | $99,341+100.2% | $84,750+134.6% | $273,961-27.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.22% | 22.93%-21.7pp | 22.78%-21.6pp | 41.45%-40.2pp |
| Employer contribution / active EE | $15,136 | $4,214+259.2% | $3,574+323.5% | $4,869+210.9% |
| Participant deferral / active EE | $13,379 | $4,269+213.4% | $3,712+260.5% | $5,287+153.0% |
| Admin fee / account holder | $72,303 | $6,644+988.2% | $5,332+1256.0% | $10,132+613.6% |