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 | $101,248 | $72,012+40.6% | $185,823-45.5% | $79,858+26.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 8.66% | 23.12%-14.5pp | 35.95%-27.3pp | 31.71%-23.1pp |
| Employer contribution / active EE | $10,998 | $1,965+459.8% | $4,087+169.1% | $2,471+345.1% |
| Participant deferral / active EE | $1,651 | $3,779-56.3% | $5,632-70.7% | $3,740-55.9% |
| Admin fee / account holder | $8,411 | $4,513+86.4% | $9,500-11.5% | $5,306+58.5% |