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 | $99,013 | $68,547+44.4% | $120,354-17.7% | $80,856+22.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 8.41% | 23.60%-15.2pp | 107.15%-98.7pp | 35.59%-27.2pp |
| Employer contribution / active EE | $3,105 | $2,051+51.4% | $3,463-10.3% | $2,755+12.7% |
| Participant deferral / active EE | $7,871 | $3,173+148.0% | $4,991+57.7% | $4,296+83.2% |
| Admin fee / account holder | $1,550 | $5,732-73.0% | $9,423-83.6% | $6,918-77.6% |