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 | $127,032 | $106,515+19.3% | $96,683+31.4% | $139,434-8.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 9.34% | 38.43%-29.1pp | 35.69%-26.4pp | 372.94%-363.6pp |
| Employer contribution / active EE | $4,406 | $4,103+7.4% | $3,737+17.9% | $4,751-7.3% |
| Participant deferral / active EE | $7,380 | $5,454+35.3% | $4,878+51.3% | $6,710+10.0% |
| Admin fee / account holder | $890 | $7,877-88.7% | $6,730-86.8% | $11,403-92.2% |