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 | $159,089 | $109,359+45.5% | $162,163-1.9% | $72,985+118.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 15.03% | 25.46%-10.4pp | 115.59%-100.6pp | 81.00%-66.0pp |
| Employer contribution / active EE | $5,973 | $3,907+52.9% | $5,614+6.4% | $2,440+144.8% |
| Participant deferral / active EE | $4,576 | $5,481-16.5% | $7,298-37.3% | $3,607+26.8% |
| Admin fee / account holder | $1,194 | $7,972-85.0% | $10,843-89.0% | $5,124-76.7% |