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 | $218,489 | $99,341+119.9% | $84,750+157.8% | $273,961-20.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.01% | 22.93%-20.9pp | 22.78%-20.8pp | 41.45%-39.4pp |
| Employer contribution / active EE | $3,916 | $4,214-7.1% | $3,574+9.6% | $4,869-19.6% |
| Participant deferral / active EE | $8,609 | $4,269+101.6% | $3,712+131.9% | $5,287+62.8% |
| Admin fee / account holder | $5,577 | $6,644-16.1% | $5,332+4.6% | $10,132-45.0% |