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 | $228,398 | $117,841+93.8% | $102,423+123.0% | $145,922+56.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.85% | 31.65%-23.8pp | 29.32%-21.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,841 | $3,615+6.3% | $3,023+27.1% | $4,660-17.6% |
| Participant deferral / active EE | $8,726 | $5,731+52.3% | $5,053+72.7% | $6,688+30.5% |
| Admin fee / account holder | $1,167 | $13,326-91.2% | $9,451-87.7% | $13,397-91.3% |