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 | $106,932 | $65,365+63.6% | $92,893+15.1% | $72,985+46.5% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 14.81% | 42.10%-27.3pp | 109.41%-94.6pp | 81.00%-66.2pp |
| Employer contribution / active EE | $5,117 | $2,594+97.2% | $3,653+40.1% | $2,440+109.7% |
| Participant deferral / active EE | $4,080 | $3,128+30.4% | $4,236-3.7% | $3,607+13.1% |
| Admin fee / account holder | $1,871 | $4,251-56.0% | $5,794-67.7% | $5,124-63.5% |