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 | $153,693 | $110,261+39.4% | $95,745+60.5% | $139,434+10.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.13% | 27.11%-24.0pp | 28.35%-25.2pp | 372.94%-369.8pp |
| Employer contribution / active EE | $3,682 | $3,257+13.0% | $2,835+29.9% | $4,751-22.5% |
| Participant deferral / active EE | $13,125 | $4,676+180.7% | $4,245+209.2% | $6,710+95.6% |
| Admin fee / account holder | $1,400 | $6,613-78.8% | $5,678-75.3% | $11,403-87.7% |