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 | $84,009 | $53,516+57.0% | $126,539-33.6% | $84,808-0.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.32% | 58.34%-47.0pp | 425.95%-414.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,124 | $1,535+38.4% | $3,674-42.2% | $2,631-19.3% |
| Participant deferral / active EE | $3,980 | $2,671+49.0% | $4,083-2.5% | $4,212-5.5% |
| Admin fee / account holder | $687 | $4,497-84.7% | $6,065-88.7% | $7,344-90.6% |