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 | $110,053 | $171,164-35.7% | $127,761-13.9% | $152,861-28.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 7.23% | 23.54%-16.3pp | 26.14%-18.9pp | 345.32%-338.1pp |
| Employer contribution / active EE | $5,668 | $5,447+4.1% | $4,574+23.9% | $4,762+19.0% |
| Participant deferral / active EE | $8,572 | $7,038+21.8% | $6,021+42.4% | $5,850+46.5% |
| Admin fee / account holder | $1,238 | $14,530-91.5% | $9,395-86.8% | $11,596-89.3% |