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 | $217,400 | $185,822+17.0% | $169,993+27.9% | $139,434+55.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.06% | 60.50%-53.4pp | 53.37%-46.3pp | 372.94%-365.9pp |
| Employer contribution / active EE | $1,997 | $7,590-73.7% | $6,785-70.6% | $4,751-58.0% |
| Participant deferral / active EE | $10,000 | $11,622-14.0% | $10,408-3.9% | $6,710+49.0% |
| Admin fee / account holder | $1,210 | $15,381-92.1% | $12,815-90.6% | $11,403-89.4% |