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 | $121,267 | $94,338+28.5% | $100,534+20.6% | $142,382-14.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 7.39% | 29.20%-21.8pp | 32.66%-25.3pp | 217.08%-209.7pp |
| Employer contribution / active EE | $3,500 | $4,237-17.4% | $4,346-19.5% | $4,299-18.6% |
| Participant deferral / active EE | $4,842 | $5,934-18.4% | $6,144-21.2% | $6,507-25.6% |
| Admin fee / account holder | $64,495 | $8,421+665.9% | $7,654+742.6% | $12,624+410.9% |