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 | $168,768 | $124,281+35.8% | $109,143+54.6% | $167,490+0.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.49% | 26.04%-17.5pp | 25.75%-17.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $7,215 | $4,207+71.5% | $3,722+93.9% | $4,837+49.1% |
| Participant deferral / active EE | $4,958 | $5,255-5.7% | $4,653+6.6% | $6,341-21.8% |
| Admin fee / account holder | $10,485 | $7,970+31.6% | $6,752+55.3% | $12,309-14.8% |