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 | $127,249 | $185,822-31.5% | $169,993-25.1% | $139,434-8.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.76% | 60.50%-50.7pp | 53.37%-43.6pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,568 | $7,590-79.3% | $6,785-76.9% | $4,751-67.0% |
| Participant deferral / active EE | $9,197 | $11,622-20.9% | $10,408-11.6% | $6,710+37.1% |
| Admin fee / account holder | $6,254 | $15,381-59.3% | $12,815-51.2% | $11,403-45.2% |