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 | $100,912 | $118,450-14.8% | $98,439+2.5% | $139,434-27.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 7.71% | 18.94%-11.2pp | 21.16%-13.5pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,298 | $3,609-36.3% | $3,048-24.6% | $4,751-51.6% |
| Participant deferral / active EE | $3,810 | $5,392-29.3% | $4,738-19.6% | $6,710-43.2% |
| Admin fee / account holder | $719 | $14,026-94.9% | $8,948-92.0% | $11,403-93.7% |