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 | $204,510 | $124,881+63.8% | $209,409-2.3% | $116,875+75.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 3.79% | 14.56%-10.8pp | 159.49%-155.7pp | 16.29%-12.5pp |
| Employer contribution / active EE | $3,213 | $2,588+24.2% | $5,035-36.2% | $3,288-2.3% |
| Participant deferral / active EE | $4,882 | $3,793+28.7% | $4,230+15.4% | $3,885+25.7% |
| Admin fee / account holder | $6,394 | $12,933-50.6% | $16,474-61.2% | $12,263-47.9% |