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 | $85,501 | $68,547+24.7% | $120,354-29.0% | $80,856+5.7% |
| Participation rate | 98.1% | 61.6%+36.5pp | 71.9%+26.2pp | 67.6%+30.5pp |
| Annual return | 8.69% | 23.60%-14.9pp | 107.15%-98.5pp | 35.59%-26.9pp |
| Employer contribution / active EE | $5,855 | $2,051+185.4% | $3,463+69.1% | $2,755+112.5% |
| Participant deferral / active EE | $7,924 | $3,173+149.7% | $4,991+58.8% | $4,296+84.5% |
| Admin fee / account holder | $6,419 | $5,732+12.0% | $9,423-31.9% | $6,918-7.2% |