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 | $179,124 | $90,503+97.9% | $78,689+127.6% | $273,961-34.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.80% | 75.60%-76.4pp | 62.18%-63.0pp | 41.45%-42.3pp |
| Employer contribution / active EE | $1,177 | $3,176-62.9% | $2,851-58.7% | $4,869-75.8% |
| Participant deferral / active EE | $4,255 | $3,901+9.1% | $3,517+21.0% | $5,287-19.5% |
| Admin fee / account holder | $305 | $5,263-94.2% | $4,510-93.2% | $10,132-97.0% |