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 | $105,851 | $84,233+25.7% | $170,442-37.9% | $70,131+50.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.00% | 23.06%-15.1pp | 205.93%-197.9pp | 73.14%-65.1pp |
| Employer contribution / active EE | $4,602 | $3,387+35.9% | $5,433-15.3% | $2,342+96.5% |
| Participant deferral / active EE | $4,919 | $3,086+59.4% | $4,939-0.4% | $3,332+47.6% |
| Admin fee / account holder | $6,839 | $5,698+20.0% | $13,880-50.7% | $4,645+47.2% |