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 | $106,456 | $81,248+31.0% | $155,509-31.5% | $80,856+31.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.50% | 33.31%-23.8pp | 64.67%-55.2pp | 35.59%-26.1pp |
| Employer contribution / active EE | $5,770 | $3,100+86.1% | $4,672+23.5% | $2,755+109.4% |
| Participant deferral / active EE | $5,126 | $3,452+48.5% | $5,626-8.9% | $4,296+19.3% |
| Admin fee / account holder | $7,162 | $7,997-10.4% | $15,912-55.0% | $6,918+3.5% |