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 | $91,507 | $71,809+27.4% | $61,048+49.9% | $152,861-40.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 9.60% | 29.74%-20.1pp | 26.18%-16.6pp | 345.32%-335.7pp |
| Employer contribution / active EE | $4,730 | $4,545+4.1% | $3,716+27.3% | $4,762-0.7% |
| Participant deferral / active EE | $5,915 | $5,467+8.2% | $4,470+32.3% | $5,850+1.1% |
| Admin fee / account holder | $842 | $4,750-82.3% | $3,728-77.4% | $11,596-92.7% |