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 | $189,014 | $78,705+140.2% | $117,854+60.4% | $70,131+169.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 9.67% | 23.30%-13.6pp | 335.08%-325.4pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,789 | $2,223-19.5% | $3,786-52.7% | $2,342-23.6% |
| Participant deferral / active EE | $4,372 | $3,297+32.6% | $4,482-2.4% | $3,332+31.2% |
| Admin fee / account holder | $2,176 | $5,065-57.0% | $8,020-72.9% | $4,645-53.2% |