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 | $125,970 | $127,065-0.9% | $113,168+11.3% | $142,382-11.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.65% | 24.03%-16.4pp | 24.27%-16.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $2,636 | $3,442-23.4% | $2,975-11.4% | $4,299-38.7% |
| Participant deferral / active EE | $6,141 | $5,716+7.4% | $5,107+20.3% | $6,507-5.6% |
| Admin fee / account holder | $22,565 | $15,736+43.4% | $12,068+87.0% | $12,624+78.8% |