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 | $143,007 | $94,338+51.6% | $100,534+42.2% | $142,382+0.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 11.47% | 29.20%-17.7pp | 32.66%-21.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,219 | $4,237-24.0% | $4,346-25.9% | $4,299-25.1% |
| Participant deferral / active EE | $8,202 | $5,934+38.2% | $6,144+33.5% | $6,507+26.0% |
| Admin fee / account holder | $2,167 | $8,421-74.3% | $7,654-71.7% | $12,624-82.8% |