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 | $94,393 | $91,552+3.1% | $133,956-29.5% | $79,858+18.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.27% | 61.85%-54.6pp | 45.09%-37.8pp | 31.71%-24.4pp |
| Employer contribution / active EE | $5,517 | $2,384+131.5% | $3,919+40.8% | $2,471+123.3% |
| Participant deferral / active EE | $4,577 | $3,733+22.6% | $5,048-9.3% | $3,740+22.4% |
| Admin fee / account holder | $19,136 | $6,321+202.8% | $8,927+114.4% | $5,306+260.6% |