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 | $96,402 | $78,422+22.9% | $95,952+0.5% | $79,858+20.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 6.07% | 19.37%-13.3pp | 91.61%-85.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $1,239 | $1,945-36.3% | $2,541-51.2% | $2,471-49.9% |
| Participant deferral / active EE | $3,920 | $3,440+14.0% | $4,167-5.9% | $3,740+4.8% |
| Admin fee / account holder | $639 | $5,622-88.6% | $6,795-90.6% | $5,306-88.0% |