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 | $135,107 | $78,103+73.0% | $289,028-53.3% | $116,875+15.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 10.55% | 15.26%-4.7pp | 243.94%-233.4pp | 16.29%-5.7pp |
| Employer contribution / active EE | $2,159 | $2,718-20.6% | $6,326-65.9% | $3,288-34.3% |
| Participant deferral / active EE | $4,233 | $2,921+44.9% | $4,804-11.9% | $3,885+9.0% |
| Admin fee / account holder | $3,226 | $8,683-62.8% | $14,050-77.0% | $12,263-73.7% |