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 | $122,993 | $65,365+88.2% | $92,893+32.4% | $72,985+68.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 12.26% | 42.10%-29.8pp | 109.41%-97.2pp | 81.00%-68.7pp |
| Employer contribution / active EE | $15,167 | $2,594+484.7% | $3,653+315.2% | $2,440+521.6% |
| Participant deferral / active EE | $4,440 | $3,128+41.9% | $4,236+4.8% | $3,607+23.1% |
| Admin fee / account holder | $2,660 | $4,251-37.4% | $5,794-54.1% | $5,124-48.1% |