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 | $113,341 | $89,753+26.3% | $107,525+5.4% | $84,808+33.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.23% | 29.48%-18.2pp | 181.32%-170.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,761 | $3,113-43.4% | $3,754-53.1% | $2,631-33.1% |
| Participant deferral / active EE | $3,546 | $4,056-12.6% | $5,116-30.7% | $4,212-15.8% |
| Admin fee / account holder | $1,410 | $7,222-80.5% | $8,919-84.2% | $7,344-80.8% |