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 | $135,531 | $95,416+42.0% | $185,823-27.1% | $85,850+57.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.36% | 23.59%-12.2pp | 122.05%-110.7pp | 318.53%-307.2pp |
| Employer contribution / active EE | $5,005 | $3,314+51.0% | $5,167-3.1% | $2,565+95.1% |
| Participant deferral / active EE | $5,153 | $3,423+50.5% | $5,568-7.5% | $3,952+30.4% |
| Admin fee / account holder | $6,493 | $7,213-10.0% | $16,237-60.0% | $6,260+3.7% |