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 | $108,537 | $91,037+19.2% | $71,671+51.4% | $147,584-26.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 8.02% | 20.48%-12.5pp | 20.65%-12.6pp | 578.55%-570.5pp |
| Employer contribution / active EE | $3,448 | $3,327+3.6% | $2,460+40.2% | $4,876-29.3% |
| Participant deferral / active EE | $8,020 | $4,498+78.3% | $3,438+133.3% | $5,439+47.5% |
| Admin fee / account holder | $1,034 | $8,613-88.0% | $5,558-81.4% | $10,885-90.5% |