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 | $136,507 | $72,492+88.3% | $87,100+56.7% | $72,985+87.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.03% | 24.46%-19.4pp | 28.19%-23.2pp | 81.00%-76.0pp |
| Employer contribution / active EE | $2,280 | $1,894+20.4% | $2,521-9.6% | $2,440-6.5% |
| Participant deferral / active EE | $4,666 | $3,270+42.7% | $4,049+15.3% | $3,607+29.4% |
| Admin fee / account holder | $2,647 | $5,055-47.6% | $7,497-64.7% | $5,124-48.3% |