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 | $135,199 | $135,952-0.6% | $123,892+9.1% | $273,961-50.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.12% | 56.63%-54.5pp | 47.52%-45.4pp | 41.45%-39.3pp |
| Employer contribution / active EE | $12,724 | $5,170+146.1% | $4,617+175.6% | $4,869+161.3% |
| Participant deferral / active EE | $12,411 | $6,343+95.7% | $5,984+107.4% | $5,287+134.7% |
| Admin fee / account holder | $20,623 | $9,817+110.1% | $8,357+146.8% | $10,132+103.5% |